CRD: 118559
Sinopoli & Sinopoli Financial Services, LLC
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Vanguard
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-19-2002
- Office Locations
- 1
Office Locations
About Sinopoli & Sinopoli Financial Services, LLC
Sinopoli & Sinopoli (East Syracuse, NY) is a CPA firm providing tax services, assurance/accounting, advisory consulting, and pension administration alongside wealth management and personal financial planning. They serve small business owners, high-net-worth individuals, and professionals across multiple industries, with support available in person or by video conference. Public filings indicate portfolios are predominantly ETF-based.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
JAMES VINCENT SINOPOLI
Owner
- CRD
- #7828103
- Ownership
- 25% but less than 50%
JOSEPH MICHAEL SINOPOLI
--
- CRD
- #4497542
- Ownership
- 25% but less than 50%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,162,785 | -- |
| Non-Discretionary | $0 | -- |
| Total | $15,162,785 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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