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Syracuse Financial Advisors
Arabella Wealth Advisors
The University Building, 120 E. Washington St. Ste 922
Syracuse, NY 13202
(315) 430-3283
“Your Trusted Independent Second Opinion ”
Advisor Profile
David W. Treichler, AIF, CFP, CLU
Name:  David W. Treichler, AIF, CFP, CLU
Phone Number:  (315) 430-3283
Website:  Visit Website
Disclaimer
Investment Advisory Services are offered through Bright Futures Wealth Management and/or Cetera Advisors LLC registered investment advisors. Securities and advisory services offered through Cetera Advisors LLC, a broker dealer and Registered Investment Adviser, member FINRA, SIPC. Cetera Advisors LLC, Bright Futures Wealth Management, and Arabella Wealth Advisors are under separate ownership. Confidentiality Notice: This email transmission and its attachments, if any, are confidential and intended only for the use of particular persons and entities. They may also be work and/or product protected by the attorney- client privilege or other privileges. Delivery to someone other than the intended recipient(s) shall not be deemed to waive any privilege. Review,distribution, storage, transmittal, or other use of the email and any attachment by an unintended recipient is expressly prohibited. If you are not the named addressee (or its agent), or this email has been addressed to you in error, please immediately notify the sender by reply email, and permanently delete the email and its attachments.

About Arabella Wealth Advisors

David W. Treichler, AIF, CFP, CLU provides high net worth investment management solutions to his individual and business clients. He brings knowledge, and experience in advisory, brokerage, and insurance management. David specializes in portfolio construction and asset allocation strategies utilizing a holistic team approach.

During his career at M and T, David was Vice President and Senior Portfolio Manager for the their bank's Investment Group in Syracuse, NY. He managed over $160 million in client assets and 200 relationships. Prior to being Senior Portfolio Manager, he was the Regional Wholesaler for the MTB Group of Funds and Portfolio Architect supporting New York State and Northeast PA. His other experience includes positions with Smith Barney and Northwestern Mutual.
 

General Information

States Willing to do Business in:    Greater Syracuse Area
Name of Broker/Dealer:    Cetera Advisors LLC
I work with the following types of clients:    Businesses, Individual Investors
Insurance License#:    643308
Number of Years with Current Firm:    9
Name of Custodial Firm:    Fidelity, Pershing, SEI, TD Ameritrade Institutional
States Licensed in:    NY
Firm CRD#:    10299
CRD#:    1244190
Gender:    Male
Years of Experience in Financial Services:    25
 

Education

Academic Background
 
Syracuse University
 

Services

I can meet clients in the following ways:    At your office, Via email, Via phone, At my office, At your home, Video Conference
Investment Types:    Mutual Funds, Options & Futures, Bonds, Stocks, Annuities, Insurance, Exchange Traded Funds (ETFs), Alternative Investments, FINANCIAL PLANNING
 

Qualifications & Memberships

Financial Organization Memberships:    Society of Financial Services Professionals, American Association of Individual Investors, National Association of Estate Planners & Councils (NAEPC)
Insurance and Annuity Licenses:    Variable Life, Long Term Care, Variable Annuity, HMO, Life, Health, Annuity, Accident, Disability
Securities Licenses:    Series 7, Series 22, Series 24, Series 63, Series 65
 

Firm Information

Firm's Number of Managed Clients:    50
Firm's Number of Planning Clients:    50
Advisor's Number of Managed Clients:    100
Advisor's Number of Planning Clients:    50
Firm's Number of Clients:    250
Advisor's Number of Clients:    250
Assets Managed by Advisor:    $50,000,000.00
Assets Managed by Firm:    $50,000,000.00
 

Compliance

Investment Advisor Representative:    Yes
Registered Representative:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation and Fees

Minimum Fee Charged for Flat Fee Accounts:    $250
Fee Structure:    Fee-Based
Minimum Portfolio Size for New Managed Accounts:    $50,000.
Compensation Methods:    Based on Assets, Hourly, Flat Fee, Commissions
 
 
 

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