Dayton and Sydney
Wealth Strategies Group

CONNECT

Address:

1000 Woodbury Road, Suite 300
Woodbury, NY 11797

Phone:

(516) 358-3904,,,

Dana R. Sydney, CFP®, CLU®

Dana R. Sydney, CFP®, CLU®

Managing Partner

Dana Sydney, CFP®, CLU®, co-founder of Dayton and Sydney, LLC, is a 18-year veteran of AXA Advisors.  Born and raised on Long Island, Mr. Sydney is a 1986 graduate of Rensselaer Polytechnic Institute (RPI) with a degree in Chemistry/Chemical Engineering and a minor in Business Management.  In sales for over 30 years, Mr. Sydney started his career with Pall Corporation in East Hills, Long Island. Moving up through the ranks as an Account Manager, Mr. Sydney was ultimately responsible for the sales production of three junior sales reps. Following his success at Pall Corporations, Mr. Sydney undertook the technical sales responsibility for the multi-national Betz Laboratory Corp. (now known as Grace Inc.) for all of Long Island.  An undeveloped territory at the time, Mr. Sydney's growth record for the following 5 years was in excess of 50% per year culminating in a total marketplace in excess of $1 million per annum to the company.


Since joining AXA Advisors, Dana has been a top performer. In his third year, Dana was honored as the Leading Developing Sales Associate in his branch of over 300 associates.  He continued to increase his production eventually receiving the coveted “Order of Excalibur”, one of the highest awards an advisor can achieve. Dana completed the 2.5 year class work required to earn a CERTIFIED FINANCIAL PLANNER™ professional designation and passed his final exam in March 2004.  This was complemented with receiving the Chartered Life Underwriters Designation received two (2) years later in 2006.  With multiple leadership and production awards, Dana continues to educate himself and recently attended Wharton University, where he received the Wharton Certificate in Retirement Planning. For a full description of his experience see Our Wharton Experience.

Active in his community, Dana is a 18-year member of Rotary International, in his local Northport Chapter where he served as President in 2010.

CFP® and CERTIFIED FINANCIAL PLANNERTM are certified marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.

The Retirement Planning Specialist title is awarded by AXA Advisors, based upon the Financial Professional’s (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and AXA Advisors’ affiliate, AXA Equitable Life Insurance Company (NY, NY), coursework for the certificate was developed exclusively for AXA Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact AXA Equitable atretirement@axa-equitable.com. Complaints about an AXA Advisors FP should be directed to customer.relations@axa-equitable.com.

 

California Insurance License #: 0C83614


Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Dayton & Sydney Wealth Strategies Group, LLC is not owned or operated by AXA Advisors, LLC or its affiliates.

Phone 631-385-5319
Fax 631-385-5412
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck