Richard H. Schriefer

Richard H. Schriefer

Partner

Phone: 212-408-9050
Fax: 212-408-9034
Mobile Phone: 516-835-5466
E-mail:
 

Richard joined AXA Advisors, LLC in August of 1998 and became a Partner in Dayton & Sydney Wealth Strategies, LLC, a division of AXA Advisors, LLC in January 2008.  He is a Financial Consultant who assists individuals, businesses, professionals and endowments in developing strategies to achieve their financial goals.  The process that he employs with his clients is to analyze their current situation, identify their needs, and then design cost-effective strategies to financial challenges.  He also assists in the recommendation and implementation of investment and insurance vehicles.

Richard is also a Senior Consultant in AXA Advisors' Settlement Planning Group, which focuses on working with plaintiff attorneys and their clients.  As a Leader of the Settlement Planning Group he has been trained to deal with, the unique circumstances that surround settlements, whether they result from personal injury, wrongful death, or medical malpractice, etc.  The Settlement Planning Group assists in designing and placing structured settlements, as well as in implementing trust and asset management controls to protect a plaintiff’s jury award.

Richard currently holds the following licenses:

  • NASD Series 6, 7, 63, 65
  • Life & Health Insurance licenses in over a dozen states including:
  • NY, NJ, CT, DE, IL, MA, NC, NE, NV & TX
  • Certificate in Retirement Planning, The Wharton School, University of Pennsylvania
  • NSSTA– National Structured Settlements Trade Association Member

Richard is a graduate of St. John’s University and has a Bachelor’s in Business.  He is a Registered Representative with the National Association of Securities Dealers, the recipient of numerous company awards and honors, and is a member of the prestigious Platinum Planning Group of AXA Advisors, LLC.

California Insurance License #: 0H03384


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.