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SIP FINANCIAL SERVICES

GLENVILLE, NY · CRD 144985 · IAPD ↗ · sipfinancialservices.com · 518-384-2800

$28.2MRegulatory AUM
1Advisory reps
1Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
July 2026 — SIP FINANCIAL SERVICES (GLENVILLE, NY) is newly SEC-registered with $28.2M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.