Insights

Market Niche Dayton and Sydney operate within the financial advisory sector, positioning themselves as trusted advisors with a focus on personalized, high-standard client service which can appeal to clients seeking tailored wealth management solutions.

Growth Potential With annual revenues estimated between $10 million and $25 million and a relatively small team of 11-50 employees, there is potential for expansion by leveraging technology and strategic partnerships to scale their services.

Technology Stack Utilizing popular web technologies such as PHP, jQuery, and WP-PageNavi suggests an investment in a digital-first approach, creating opportunities for digital marketing services, CRM integration, and enhanced online client engagement platforms.

Client Trust The company emphasizes customer satisfaction and a long-term approach, indicating an opportunity to cross-sell or upsell advanced financial planning tools and premium advisory services to their existing client base.

Competitive Positioning Their alignment alongside large firms with substantial revenues offers an opening to target high-net-worth individuals and small to mid-sized clients who value personalized service yet require scalable, innovative wealth solutions.

Similar companies to Dayton and Sydney

Dayton and Sydney Tech Stack

Dayton and Sydney uses 8 technology products and services including Amazon Web Services, FMG Suite, Microsoft 365, and more. Explore Dayton and Sydney's tech stack below.

  • Amazon Web Services
    Cloud Hosting
  • FMG Suite
    Content Marketing
  • Microsoft 365
    Email
  • jQuery Migrate
    Javascript Libraries
  • Priority Hints
    Performance
  • HSTS
    Security
  • Google Tag Manager
    Tag Management
  • Google Analytics
    Web Analytics

Media & News

Dayton and Sydney's Email Address Formats

Dayton and Sydney uses at least 1 format(s):
Dayton and Sydney Email FormatsExamplePercentage
First.Last@daytonandsydney.comJohn.Doe@daytonandsydney.com
100%

Frequently Asked Questions

Where is Dayton and Sydney's headquarters located?

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Dayton and Sydney's main headquarters is located at 395 North Service Road Suite 206 Melville, New York 11747 United States. The company has employees across 1 continents, including North America.

What is Dayton and Sydney's phone number?

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You can contact Dayton and Sydney's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Dayton and Sydney's official website and social media links?

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Dayton and Sydney's official website is daytonandsydney.com and has social profiles on LinkedIn.

What is Dayton and Sydney's NAICS code?

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Dayton and Sydney's NAICS code is 52 - Finance and Insurance.

How many employees does Dayton and Sydney have currently?

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As of June 2026, Dayton and Sydney has approximately 19 employees across 1 continents, including North America. Key team members include Managing Partner: K. T. D.Partner: W. P.Managing Partner: J. G.. Explore Dayton and Sydney's employee directory with LeadIQ.

What industry does Dayton and Sydney belong to?

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Dayton and Sydney operates in the Financial Services industry.

What technology does Dayton and Sydney use?

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Dayton and Sydney's tech stack includes Amazon Web ServicesFMG SuiteMicrosoft 365jQuery MigratePriority HintsHSTSGoogle Tag ManagerGoogle Analytics.

What is Dayton and Sydney's email format?

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Dayton and Sydney's email format typically follows the pattern of First.Last@daytonandsydney.com. Find more Dayton and Sydney email formats with LeadIQ.

When was Dayton and Sydney founded?

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Dayton and Sydney was founded in 2001.

Dayton and Sydney

Financial ServicesNew York, United States11-50 Employees

Dayton & Sydney Wealth Strategies Group is a financial advisory company built on a legacy of hard work and customer service.

We use a solid, innovative and long-term approach to help you accomplish your biggest dreams.

We are a caring group of financial professionals who are recognized for achieving high standards. We embrace each team member’s unique skill set.  We work to support, challenge and inspire them to continually develop their skills, advance in their career and help our growing business.

We have the ability to give our clients the confidence that they need to succeed by delivering more at every one of life's turns. After all, client satisfaction is at the heart of what we do. 

We believe that with the right advisor, the right attitude and the right company, anything is possible. 

☎ (516) 358-3904
⌨ info@daytonandsydney.com
⌨ www.daytonandsydney.com

CA Insurance Lic #:

Dana Sydney: 0C83614
Kevin Dayton: 0E48554

Duly registered representatives offer securities through Equitable Advisors, LLC (NY, NY), member SIPC, a broker-dealer(Equitable Financial Advisors in MI & TN)/Equitable Advisors, LLC, an SEC-registered investment advisor. Duly licensed agents offer annuities and insurance through Equitable Network, LLC; Equitable Network Insurance Agency of California, LLC in CA; Equitable Network Insurance Agency of Utah, LLC in UT; Equitable Network of Puerto Rico, Inc. in PR. EOE M/F/D/V. Retirement Benefits Group is a specialized division of Equitable Advisors, LLC. Dayton and Sydney Wealth Strategies Group, LLC is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network. Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Important Information & Disclosures: http://bit.ly/2f98X9d Compliance  AGE- 6217351.1 (1/24)(Exp.1/26)

Section iconCompany Overview

Headquarters
395 North Service Road Suite 206 Melville, New York 11747 United States
Phone number
NAICS Code
52 - Finance and Insurance
Founded
2001
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $10M$25M

    Dayton and Sydney's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Dayton and Sydney's revenue is estimated to be in the range of $10M$25M

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