James Sinopoli
Sinopoli & Sinopoli Financial Services · East Syracuse, New York
James Sinopoli is a fee-only financial advisor at Sinopoli & Sinopoli Financial Services in East Syracuse, New York, who holds the PFS credential. Sinopoli & Sinopoli Financial Services reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to James →
Facts
| Firm | Sinopoli & Sinopoli Financial Services |
|---|---|
| Based in | East Syracuse, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $15.2M across 8 accounts |
| Credentials | PFS |
| SEC registration | Investment adviser representative in FL, NY · CRD 7828103 |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | sinopoli.com |
How James's firm compares
- Sinopoli & Sinopoli Financial Services's average account is about $1.9 million, from its Form ADV (assets managed divided by 8 accounts).
Request an introduction to James
Tell James a little about what you're looking for. James isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about James
Is James Sinopoli a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Sinopoli & Sinopoli Financial Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does James charge for financial advice?
James's firm, Sinopoli & Sinopoli Financial Services, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is James Sinopoli based?
James Sinopoli is based in East Syracuse, New York.
What credentials does James Sinopoli hold?
James Sinopoli holds the PFS credential.
Is James Sinopoli registered with the SEC?
Yes. James Sinopoli is registered as an investment adviser representative in FL and NY (CRD 7828103), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sinopoli & Sinopoli Financial Services manage?
Sinopoli & Sinopoli Financial Services reports $15.2M across 8 accounts in assets under management.
How do I contact James Sinopoli?
Through James's website, sinopoli.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.