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David W Treichler

David W. Treichler

BRIGHT FUTURES WEALTH MANAGEMENT
Syracuse, NY 13202
Some features on this profile are disabled
CRD#: 1244190
David W Treichler

Professional summary

David W Treichler, AIF®, CFP®, who also goes by Dave Treichler, David Wesley Treichler, is a registered financial advisor currently at BRIGHT FUTURES WEALTH MANAGEMENT, LLC located in Syracuse, New York and SILVER OAK SECURITIES, INCORPORATED located in Syracuse, New York.

David is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1984. David has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 22, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Dave Treichler | David Wesley Treichler

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David W Treichler's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
AIF®

Accredited Investment Fiduciary

CFP®

Certified Financial Planner

Start date: 2000

Experience

Current

August 25, 2021 - Present

BRIGHT FUTURES WEALTH MANAGEMENT, LLC

Office #1: 120 E. Washington St., Suite 924, Syracuse, NY 13202
RIA
CRD#: 284920
Syracuse, NY
Current

January 2, 2026 - Present

SILVER OAK SECURITIES, INCORPORATED

Office #1: 120 East Washington Street Suite 922, Syracuse, NY 13202
RIA
BD
CRD#: 46947
Syracuse, NY
Past

March 21, 2024 - December 31, 2025

CETERA INVESTMENT ADVISERS LLC

RIA
CRD#: 105644
SYRACUSE, NY
Past

February 16, 2015 - March 21, 2024

CETERA ADVISORS LLC

RIA
CRD#: 10299
SYRACUSE, NY
Past

February 28, 2012 - December 31, 2014

CETERA ADVISORS LLC

RIA
CRD#: 10299
SYRACUSE, NY
Past

February 28, 2012 - December 31, 2025

CETERA ADVISORS LLC

BD
CRD#: 10299
SYRACUSE, NY
Past

April 13, 2011 - February 28, 2012

PACIFIC WEST SECURITIES, INC.

BD
CRD#: 6390
BALDWINSVILLE, NY
Past

April 7, 2011 - February 28, 2012

PACIFIC WEST FINANCIAL CONSULTANTS INC

RIA
CRD#: 108728
RENTON, WA
Past

August 3, 1998 - November 5, 2010

M&T SECURITIES, INC.

BD
CRD#: 17358
SYRACUSE, NY
Past

March 10, 1994 - July 30, 1998

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

August 10, 1987 - February 1, 1994

ROBERT W. BAIRD & CO. INCORPORATED

BD
CRD#: 8158
MILWAUKEE, WI
Past

December 5, 1984 - February 2, 1994

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
MILWAUKEE, WI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BF
BRIGHT FUTURES WEALTH MANAGEMENT, LLC
ARABELLA WEALTH ADVISORS | ROCHESTER WEALTH PARTNERS | PROSPERITY WEALTH MANAGEMENT | PREFERRED FINANCIAL ADVISORS, LLC | PERROTTO WEALTH MANAGEMENT | MCCLELLAND FINANCIAL MANAGEMENT, LLC | MASSEY GROUP WEALTH MANAGEMENT | MARTIN PAUL AND ASSOCIATES | LIFETIME FINANCIAL GROUP | KAPPAN FINANCIAL, LLC | BRIGHTLINE FINANCIAL | BRIGHT FUTURES WEALTH MANAGEMENT, LLC | ASSABET FINANCIAL GROUP

CRD#: 284920 / SEC#: 801-108869

RIA
Registered Investment Advisory firm - (1/3/2017 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(1/2/2026)
RR
Florida
(1/2/2026)
RR
Georgia
(1/2/2026)
RR
Hawaii
(1/2/2026)
RR
Maryland
(1/2/2026)
RR
Massachusetts
(1/2/2026)
RR
Nebraska
(1/2/2026)
RR
New Jersey
(1/2/2026)
IAR
New York
(8/25/2021)
RR
New York
(1/2/2026)
RR
Ohio
(1/2/2026)
RR
Virgin Islands
(1/2/2026)
RR
Virginia
(1/2/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/27/2004
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 10/9/1987
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/9/1994
General Securities Representative Examination
General Industry/Product Exam
RR
Series 22
Date: 12/2/1987
Direct Participation Programs Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 12/3/1984
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 4/5/1999
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

BF
BRIGHT FUTURES WEALTH MANAGEMENT, LLC
ARABELLA WEALTH ADVISORS | ROCHESTER WEALTH PARTNERS | PROSPERITY WEALTH MANAGEMENT | PREFERRED FINANCIAL ADVISORS, LLC | PERROTTO WEALTH MANAGEMENT | MCCLELLAND FINANCIAL MANAGEMENT, LLC | MASSEY GROUP WEALTH MANAGEMENT | MARTIN PAUL AND ASSOCIATES | LIFETIME FINANCIAL GROUP | KAPPAN FINANCIAL, LLC | BRIGHTLINE FINANCIAL | BRIGHT FUTURES WEALTH MANAGEMENT, LLC | ASSABET FINANCIAL GROUP

CRD#: 284920 / SEC#: 801-108869

RIA
Registered Investment Advisory firm - (1/3/2017 Approved)
PREMIUM
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Contact information

Main Address
1630 Empire Blvd. Suite 100, Webster, NY 14580
Mailing Address
Phone number
(585) 231-1595
Established
Firm type
Fiscal year end
# of Employees
16

SEC notice filing (21 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A-BRIGHT FUTURES WEALTH MANAGEMENT, LLC (11/11/2025)
BRIGHT FUTURES WEALTH MANAGEMENT, LLC WRAP FEE PROGRAM (11/11/2025)

Regulatory assets under management

Total Number of Accounts1,404
AUM (Assets Under Management)$ 254,375,637

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

BRIGHT FUTURES WEALTH MANAGEMENT, LLC

CRD#: 284920Syracuse, NY 13202

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