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	3
Vincent Sinopoli Jr.	East Syracuse, NY	7

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support