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.
|Firm Start Year:||2011|
|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'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|
|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
|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|
|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||
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.
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?
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.
|Mon.||9:00 AM - 5:00 PM|
|Tue.||9:00 AM - 5:00 PM|
|Wed.||9:00 AM - 5:00 PM|
|Thu.||9:00 AM - 5:00 PM|
|Fri.||9:00 AM - 5:00 PM|
|Greater Syracuse Area|