# Sip Financial Services: new SEC registration, $28M AUM, Glenville, NY

**Score:** 30/100

| Field | Value |
|---|---|
| Firm | Sip Financial Services |
| Legal name | Rosenbaum, Lanny, Kevin |
| CRD | 144985 |
| Status | Approved |
| Registered with the SEC | 2026-06-23 |
| Latest Form ADV filing | 2026-06-18 |
| Location | Glenville, NY, United States |
| Regulatory AUM | $28,165,682 |
| Accounts | 140 |
| Employees | 1 |
| Website | https://www.sipfinancialservices.com/ |

## Why this score
- Website on file.

Source: SEC monthly roster of registered investment advisers (Form ADV data) (https://adviserinfo.sec.gov/firm/summary/144985). Last refreshed: 2026-10-28T20:49:58.746Z.
From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.