James J Marrocco
Investment adviser representative at Thinking Big Financial
19 yearsExperience
2 statesRegistered in
CFA, CFP® certificationDesignations
$93MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
19 years in the industry.
- Thinking Big FinancialMay 2017 to now
- Zweig-dimenna AssociatesJul 2007 to May 2017
Designations
- CFA
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
Thinking Big Financial
Legal name: Thinking Big Financial Inc.
$93MAssets managed
93Clients
2Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5472578
- Firm CRD
- 287476