A complete list of active advisors currently associated with Sinopoli & Sinopoli FInancial Services, LLC

Warmer can help you find a great advisor at Sinopoli & Sinopoli FInancial Services, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Sinopoli & Sinopoli FInancial Services, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

You can also browse Sinopoli & Sinopoli FInancial Services, LLC's office locations.

Name	Location	Years of experience
James Sinopoli	East Syracuse, NY	2
Joseph Sinopoli	West Palm Beach, FL	7
Michael Sinopoli	East Syracuse, NY	2
Vincent Sinopoli Jr.	East Syracuse, NY	7

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