David Treichler, CFP, CLU

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

Your Trusted Independent Second Opinion

Arabella Wealth Advisors | Financial Advisor in Syracuse ,NY

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About Arabella Wealth Advisors

Arabella Wealth Advisors exists to help you gain increased awareness of the opportunities and potential rewards available when you take a proactive approach to your personal financial situation. We want to give you fast, easy access to market performance data so you can make informed decisions.

Partnering with Arabella Wealth Advisors will enhance your ability to pursue your financial goals while educating you about the concepts of financial management including: insurance, investing, retirement, estate planning and wealth preservation.

20 Years of Experience



General Information
Firm Start Year:   2011
No.of Employees:   2-4
Name of Broker/Dealer:   Cetera Advisors LLC
Name of Custodial Firm:   TD Ameritrade Institutional
States Licensed in:   NY
Number of Years with Current Firm:   1
I work with the following types of clients:   Businesses , Non-Profit Organizations , Individual Investors , Investment Clubs


Services
Investment Types:   Mortgages & Real Estate , Exchange Traded Funds (ETFs) , Alternative Investments , Bonds , Options & Futures , Stocks , Mutual Funds , FOREX & Currency , Insurance , Annuities , Socially Responsible Investments (SRI)
I can meet clients in the following ways:   At your office , Via email , Via phone , At my office , At your home


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


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 & Fees
Fee Structure:   I am a Fee-Based financial professional
Minimum Portfolio Size for New Managed Accounts:   $50,000.
Compensation Methods:   Based on Assets
Additional Details on Charges:   Complimentary road atlas upon meeting.
Minimum Fee Charged for Flat Fee Accounts:   $250


Board Positions
Organization:  St. Elizabeth Ann Seton Church  Baldwinsville, NY
Position :  finance committee
Organization:  Estate Planning Council of Central New York
Position :  public relations chair person

Education
Bachelor of Science  - Finance  Syracuse University
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FAQs

David Treichler, CFP, CLU

David Treichler, CFP, CLU

CLU, CERTIFIED FINANCIAL PLANNER™ Certificant

Biography


David W. Treichler, CFP?, CLU is the Owner and Branch Manager at Arabella Wealth
Advisors. In this role, Treichler provides high net worth investment management
solutions to his clients. He brings regional investment experience and strong
knowledge in both the retail and institutional markets. Dave specializes in portfolio
construction and asset allocation strategies utilizing a holistic team approach.

Treichler, in his previous position as Vice President and Senior Portfolio Manager for the
M&T Investment Group in Syracuse, NY, 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 investment positions with Smith
Barney and Northwestern Mutual.

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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.


Communities Served

Greater Syracuse Area

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

Compensation Arrangements

Check Bank Transfer

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