Sinopoli & Sinopoli FInancial Services, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$15,162,785
Clients
30
Advisors
4
across 2 offices
About
Sinopoli & Sinopoli Financial Services, LLC provides investment management, financial planning, consulting, and employee retirement-plan advisory services to individuals (including high‑net‑worth clients), trusts, charitable organizations, businesses, and participant‑directed retirement plans. The firm operates as a four‑person team and manages client portfolios on both discretionary and non‑discretionary bases under written investment policy statements.
The firm’s investment approach is rooted in Modern Portfolio Theory, favoring broadly diversified, passive asset‑class exposure implemented principally through no‑load mutual funds, ETFs, and high‑quality fixed income, with Monte Carlo analysis used to inform asset allocation and rebalancing. S&SFS makes use of model portfolios and delegates discretionary portfolio management and back‑office execution to Focus Partners Advisor Solutions (FPAS), and it will occasionally retain individual securities for tax reasons or utilize less‑liquid vehicles (such as interval funds) when aligned with a client’s objectives.
What is distinctive about S&SFS compared with many peers is its formal affiliation with an accounting firm, Sinopoli & Sinopoli, Certified Public Accountants, P.C.; certain individuals are partners in the accounting practice, which also acts as a third‑party administrator for some retirement plans. The brochure discloses these cross‑relationships and the firm’s procedures to manage related conflicts of interest, a feature that is relatively uncommon among similarly sized advisory teams.
Client services
Expertise
Fee options
$2,500 per financial plan (may be higher for complex or high-net-worth clients)
$0 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.90% annually $2,000,001 - $5,000,000: 0.70% annually $5,000,001 - $10,000,000: 0.60% annually $10,000,001 - $20,000,000: 0.50% annually $20,000,001+: 0.40% annually
$70 to $335 per hour
Account minimum: $250,000
Main office
See office6323 Fly Road, Suite 1
East Syracuse NY 13057
Advisors at this office
3
Offices (2)
Most active in
Florida · New York
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Joseph S
Series 65
West Palm Beach, FL
Sinopoli & Sinopoli FInancial Services, LLC
Joseph Sinopoli is a financial advisor at Sinopoli & Sinopoli Financial Services, LLC with six years of industry experience. He holds a Series 65 designation and has been involved with the firm since 2001. In addition to his advisory role, he serves as vice president of Sinopoli & Sinopoli, Certified Public Accountants, P.C., an accounting practice he has been part of since 1983, where he spends the majority of his time. Sinopoli & Sinopoli Financial Services, LLC is a four-person team providing investment management, financial planning, consulting, and retirement-plan advisory services to individuals, trusts, charitable organizations, and businesses. The firm employs a Modern Portfolio Theory-based approach using broadly diversified, passive asset-class exposure and utilizes model portfolios with discretionary management delegated to a third-party provider. Its formal affiliation with an accounting firm is a distinctive feature among similarly sized advisory teams.
James S
PFS™
East Syracuse, NY
Sinopoli & Sinopoli FInancial Services, LLC
James Sinopoli is a financial advisor at Sinopoli & Sinopoli Financial Services, LLC with a PFS™ designation and two years of industry experience. Prior to joining the firm, he worked at PricewaterhouseCoopers LLP for two years and has a background in full-time education. He is also an accountant at Sinopoli & Sinopoli CPAs, P.C., where he provides tax, accounting, and consulting services. Sinopoli & Sinopoli Financial Services, LLC is a four-person team that offers investment management, financial planning, consulting, and retirement-plan advisory services to individuals, trusts, charitable organizations, and businesses. The firm employs a Modern Portfolio Theory-based investment approach, utilizing broadly diversified, passive asset-class exposure and model portfolios, with discretionary portfolio management delegated to Focus Partners Advisor Solutions.
Vincent S
Series 65
East Syracuse, NY
Sinopoli & Sinopoli FInancial Services, LLC
Vincent Sinopoli Jr. is a financial advisor at Sinopoli & Sinopoli Financial Services, LLC with six years of industry experience. He holds a Series 65 designation and has been involved in the accounting profession as president of Sinopoli & Sinopoli, Certified Public Accountants, P.C. since 1983, where he spends the majority of his time. Sinopoli & Sinopoli Financial Services, LLC is a four-person team providing investment management, financial planning, consulting, and retirement-plan advisory services to individuals, trusts, charitable organizations, and businesses. The firm employs a Modern Portfolio Theory-based investment approach with diversified, passive asset-class exposure and is formally affiliated with an accounting firm, which is uncommon among similarly sized advisory teams.
Michael S
Series 65
East Syracuse, NY
Sinopoli & Sinopoli FInancial Services, LLC
Michael Sinopoli is a financial advisor at Sinopoli & Sinopoli Financial Services, LLC with two years of industry experience. He holds a Series 65 designation and has prior experience at PricewaterhouseCoopers LLP. In addition to his advisory role, Sinopoli is an accountant at Sinopoli & Sinopoli CPAs, P.C., providing tax, accounting, and consulting services. Sinopoli & Sinopoli Financial Services, LLC serves individuals, trusts, charitable organizations, businesses, and retirement plans, managing portfolios based on Modern Portfolio Theory using diversified, passive asset-class exposures. The firm operates as a four-person team and is formally affiliated with an accounting firm, a structure that includes procedures to manage related conflicts of interest.
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