Dana Roy Sydney

Employer firm

Equitable Advisors, LLC CRD 6627

$42.5B regulatory AUM 171,648 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/1999 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 09/1999 → Present
  Equitable Advisors, Llc
  New York, NY

Other Businesses

DIRECTOR OF BD OF DIRECTORS ROTARY CLUB OF NORTHPORT 04 1998 DAYTON and SYDNEY WSG LLC MANAGER PARTNER PROPERTY AND CASUALTY GROUP HEALTH NETWORK Detroit Dayton & Sydney 1 Detroit Dayton and Sydney 2 Detroit Dayton and Sydney 3 08 15 18 managing partner oversee and reveiw the purchase and sale of real estate in the Detroit area; outside insurance and PC; Managing Partner - Dayton and Sydney Wealth Strategies Group; Managing Member of DJJ 450 East Broadway, 18 Caravan Drive, East Northport NY 11731. Personal property placed in an LLC for rental. LLC will be acting as the landlord when rented; Managing Member of DJJ Michigan LLC 18 Caravan Drive East Northport, NY. 11731. Personal Property moved into new LLC for rental. When rented, the Managing member will in effect be the landlord, 05/17/2026 DJJ St. Marks18 Caravan Drive East Northport, NY. 11731. Managing Member, Personal property moved into LLC. Property sometimes rented out. Member responsible for landlord duties.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-06-18
• S63 Uniform Securities Agent State Law Examination
  1998-02-11

Other Names

• Dana Sydney