David W. Treichler, CFP®, AIF®, 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
Gender:   Male
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
Advisory Services Provided:   Tax Advice and Services, Financial Planning for Businesses, Financial Planning for Individuals, Education Funding and Planning, Money Management, Wealth Management, 401K Rollovers, Portfolio Management, Estate Planning & Trusts, Financial Advice & Consulting, Annuities, Insurance Planning, Retirement Planning


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

Qualifications & Memberships

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

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


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


Bachelor of Science  - Finance  Syracuse University


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

David W. Treichler



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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