Brandon Joseph Tacconelli
Investment Adviser Representative at Thinking BIG Financial
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Brandon Joseph Tacconelli is an investment adviser representative with Thinking BIG Financial in New York, NY, where they have been registered since 2024, the year they entered the securities industry. They have passed 2 industry qualification exams, including the Series 65 (investment adviser). They are registered to provide investment advice in New York and Texas.
Registrations & licenses
- Investment adviser:
- New York, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Thinking Big FinancialAug 2020 – no end date reportedNew York, NY
- TVM ParaplanningJan 2020 – Jan 2021Ocean View, DE
- UnemployedOct 2019 – Dec 2019Ocean View, DE
- Sunrun SolarSep 2018 – Oct 2019Wilmington, MA
- Sunrun SolarMar 2018 – Sep 2018Phoenix, AZ
- WegoWiseApr 2015 – Mar 2018Boston, MA
Official records & sources
Data as of June 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Thinking BIG Financial
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Fixed fee
- Other
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
Under $100M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 2
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Brooklyn, NY
- SEC file number:
- 801-123485
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of February 16, 2026
View full firm profileOther advisors at Thinking BIG Financial
1 other advisor in the directory
View Thinking BIG Financial firm profileSimilar advisors in New York, NY
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Brandon Joseph Tacconelli has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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