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SINOPOLI & SINOPOLI FINANCIAL SERVICES, LLC
CRD 118559
6323 FLY ROAD, SUITE 1, EAST SYRACUSE, NY, 13057, United States
Phone
(315) 474-7500
Fax
(315) 474-7525
Registration
— (—)
Source
State registered
Total AUM
$15.2M
Discretionary AUM
$15.2M
Team
4 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 3 | $0 |
| High net worth individuals | 27 | $15.2M |
| Pension/profit sharing plans | 6 | $0 |
All web addresses on file
Official SEC filing: View on IAPD