East Syracuse, NY Office
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Sinopoli & Sinopoli FInancial Services, LLC
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Firm-wide stats for Sinopoli & Sinopoli FInancial Services, LLC
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.
Expertise
Location
6323 Fly Road, Suite 1
East Syracuse NY 13057
Advisors at this office
3
Advisors at this office
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 with Sinopoli & Sinopoli Financial Services, LLC, holding a Series 65 credential and three years of industry experience. He has worked at PricewaterhouseCoopers LLP and currently serves as an accountant at Sinopoli & Sinopoli CPAs, P.C., a tax and accounting firm. Sinopoli & Sinopoli Financial Services, LLC provides 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 classes and operates as a four-person team with a formal affiliation to an accounting firm, which is notable among similarly sized advisory firms.
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