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