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Salvadore A. Sinopoli

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CRD#: 855876
SS

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Salvadore Alfred Sinopoli, who also goes by Sam Sinopoli, was a registered financial professional .

Salvadore is a previously registered financial professional and started their career in finance in 1996. Salvadore had worked at 5 firms and has passed the Series 65, Series 63, Series 3, Series 7, Series 6 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Sam Sinopoli

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

May 17, 2004 - December 5, 2022

SAM SINOPOLI, REGISTERED INVESTMENT ADVISOR

RIA
CRD#: 131217
GEORGETOWN, TX
Past

April 22, 2003 - May 27, 2004

CITIGROUP GLOBAL MARKETS INC.

RIA
CRD#: 7059
LAS VEGAS, NV
Past

August 31, 2000 - May 27, 2004

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

October 25, 1996 - September 13, 2000

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

August 12, 1996 - October 22, 1996

SEIBT FINANCIAL SERVICES, INC

BD
CRD#: 23472
LAS VEGAS, NV
Past

March 20, 1996 - August 1, 1996

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, NJ

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 11/2/1996
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


SS
SAM SINOPOLI, REGISTERED INVESTMENT ADVISOR
SAM SINOPOLI, BUSINESS BROKER | SINOPOLI, SALVADORE ALFRED | SINOPOLI, SALVADOR ALFRED | SINOPOLI, JUDITH KAY | SAM SINOPOLI, REGISTERED INVESTMENT ADVISOR

CRD#: 131217 / SEC#:

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Contact information


Main Address
Georgetown, TX
Mailing Address
Phone number
(702) 218-8904
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts31
AUM (Assets Under Management)$ 10,046,467

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


SAM SINOPOLI, REGISTERED INVESTMENT ADVISOR

CRD#: 131217

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