wiseradvisor

David W. Treichler, AIF, CFP, CLU
Arabella Wealth Advisors

Tel: (315) 430-3283
The University Building
120 E. Washington St. Ste 922
Syracuse, NY 13202

Your Trusted Independent Second Opinion

Arabella Wealth Advisors | Financial Advisor in Syracuse ,NY


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

Firm Start Year:   2011
No.of Employees:   2-4
Insurance License#:   643308
Name of Broker/Dealer:   Cetera Advisors LLC
Name of Custodial Firm:   Fidelity, Pershing, SEI, TD Ameritrade Institutional
States Licensed in:   NY
Number of Years with Current Firm:   9
I work with the following types of clients:   Businesses, Individual Investors


Services

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


Qualifications & Memberships

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


Firm Information

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


Compliance

Registered Representative:   Yes
Investment Advisor 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

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


Board Positions

Organization:  Baldwinsville Varsity Hockey Booster Club  Baldwinsville, NY
Position :  Vice President
Duration :  2019-Currently holding

Organization:  Estate Planning Council of Central New York  Central NY
Position :  Immediate Past President
Duration :  2019-Currently holding


Education

Bachelor of Science  - Finance  Syracuse University
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Faqs

  • Do you have a customer satisfaction or refund policy? Please review my ground rules
  • What are your qualifications? What is your education background? Syracuse University School of Management Graduate. Immediate past president Estate Planning Council of CNY. Portfolio management, and client experience. Advisory,investment, insurance knowledge.
  • What is your approach to financial planning? open, honest and candid with emphasis on goal setting and fear setting
  • What services do you offer? Advisory, brokerage, and insurance services for corporate, individual, and family clients.
  • How many clients do you currently manage? 250 or less
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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.

David W. Treichler, AIF, CFP, CLU

David W. Treichler, AIF, CFP, CLU

CORONA VIRUS UPDATE MARCH 2020 : SAFE DISTANCE VIRTUAL MEETINGS BY PHONE OR WEBINAR AVAILABLE.

Visit us online at Arabella Wealth.

My ground rules :

1.) I will be open, honest, and candid with you

2.) I will get to know you as best I can, what your goals and objectives are for yourself, your family in order to make appropriate recommendations. Anything shared is kept confidential.

3.) Education as to the different ways we can do business, what the different products are, fees involved, so you feel comfortable and make good informed decisions.

4.) Ongoing maintenance and monitoring. Depending on the scope of the relationship at least once a year, quarterly contact if advisory based.

5.) Ultimately, I serve you and your family's best interests; and operate under a fiduciary based relationship.

What I expect from you :

1.) That you be open and honest with me; that helps me help you.

2.) Give me the chance to work for you; if it is the same or less in terms of fees, gives you greater value working me, I ask for your business.

3.) Over time, if my performance merits, I ask you introduce me to other who are high on the scales of intelligence, and potential that I could be introduced to by you.

Does this approach sound reasonable?

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My Services

Financial Advice & Consulting

With personalized financial planning from Arabella Wealth Advisors, you'll get the investment advice you need to help achieve your financial goals.


Financial Planning for Individuals

Your mix of assets and objectives are unique. Your financial plan should be the same. You need a partner who will focus on providing a thorough understanding of your situation, needs, and preferences and help you plan for growing your assets while protecting your base of wealth.


Financial Planning for Businesses

Whether you are planning to sell your business to an outside party, thinking of implementing an internal succession plan to transfer ownership to the next generation, or considering the strategic acquisition of another firm, an understanding of the true drivers of valuation is critical.


Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM

Communities Served

Greater Syracuse Area

Compensation Arrangements

Check Bank Transfer

Social Networks

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