David W. Treichler
BRIGHT FUTURES WEALTH MANAGEMENT
Syracuse, NY 13202
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CRD#: 1244190
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 CETERA INVESTMENT ADVISERS LLC 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 9 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.
1. ARABELLA WEALTH ADVISORS, SAME AS OFFICE ADDRESS, DBA NAME FOR FINANCIAL SERVICES AND FIXED INSURANCE. 2. ST. ELIZABETH ANNE SETON CHURCH, RT 31, BALDWINSVILLE, NY, 13027, START 01/01/2012, CHURCH FINANCIAL COMMITTEE MEMBER, 1HR/WK. 3. NAME OF OTHER BUSINESS:ESTATE PLANNING COUNCIL OF CENTRAL NEW YORK INVESTMENT RELATED: NO ADDRESS: 109 S. WARREN ST. SYRACUSE, NY 13202 START DATE: 6/2017 NATURE OF BUSINESS: NON PROFIT APX NUMBER OF HOURS PER WEEK: VARIES APX NUMBER OF HOURS DURING TRADING HOURS: VARIES POSITION/TITLE/RELATIONSHIP: VICE PRESIDENT BRIEF DESCRIPTION OF DUTIES: RESPONSIBLE FOR MEETINGS, PRESENTATIONS, & TOPICS FOR CE CREDIT 4. NAME OF OTHER BUSINESS:FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION START DATE: 5/2017 NATURE OF BUSINESS: FIXED INSURANCE APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 POSITION/TITLE/RELATIONSHIP: AGENT BRIEF DESCRIPTION OF DUTIES: SELLING LIFE, HEALTH, DISABILITY, ANNUITIES, & LONG TERM 5. NAME OF OTHER BUSINESS: NYLTC ASSOCIATES INVESTMENT RELATED: YES ADDRESS: 11 EXECUTIVE PARK DR CLIFTON PARK NY 12065 START DATE: 1/2016 NATURE OF BUSINESS: DBA FOR INSURANCE APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 5 POSITION/TITLE/RELATIONSHIP: AGENT BRIEF DESCRIPTION OF DUTIES: DBA ; 6. NAME OF OTHER BUSINESS: BRIGHT FUTURES WEALTH MANAGEMENT LLC - CRD# 284920 ; INVESTMENT RELATED: YES ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: ADVISORY BUSINESS ; POSITION/TITLE/RELATIONSHIP: ADVISORY REPRESENTATIVE ; START DATE: 12/2019; APX NUMBER OF HOURS PER WEEK: 40 ; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 ; BRIEF DESCRIPTION OF DUTIES: FINANCIAL PLANNING, ASSET MANAGEMENT & THIRD-PARTY MONEY MANAGEMENT ; 7. NAME OF OTHER BUSINESS: ADP PARTNER REFERRAL PROGRAM; INVESTMENT RELATED: NO; ADDRESS: 1 ADP BLVD ROSELAND NJ 07068; NATURE OF BUSINESS: REFERRAL PROGRAM; START DATE: 8/2020; POSITION/TITLE/RELATIONSHIP: REFERRER PARTNER; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 2; BRIEF DESCRIPTION OF DUTIES: REFERRAL OF COMPANIES FOR THE ADP TOTAL SOURCE PROGRAM; board member of 1 non profit and 1 professional organization 8. NAME OF OTHER BUSINESS: N/A INVESTMENT RELATED: NO, ADDRESS: 955 MEADOWBROOK DR, SYRACUSE, NY 13224, NATURE OF BUSINESS: REAL ESTATE, START DATE: 10/2024, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 1, APX NUMBER OF HOURS DURING TRADING HOURS: VARIES, BRIEF DESCRIPTION OF DUTIES: LANDLORD DUTIES;
CRS (Client Relationship Summary) - RIA
Click below to view David W Treichler's 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®
CFP®
Start date: 2000
Experience
Current
August 25, 2021 - Present
BRIGHT FUTURES WEALTH MANAGEMENT, LLC
Office #1: 120 E. Washington St., Suite 924, Syracuse, NY 13202RIA
CRD#: 284920
Syracuse, NY
Current
March 21, 2024 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 5858 E Molloy Rd Ste 102, Syracuse, NY 13211RIA
CRD#: 105644
SYRACUSE, NY
Current
February 28, 2012 - Present
CETERA ADVISORS LLC
Office #1: 120 E Washington St Ste 922, Syracuse, NY 13202BD
CRD#: 10299
Syracuse, NY
Past
February 16, 2015 - March 21, 2024
CETERA ADVISORS LLC
RIA
CRD#: 10299
GREENWOOD VILLAGE, IL
Past
February 28, 2012 - December 31, 2014
CETERA ADVISORS LLC
RIA
CRD#: 10299
GREENWOOD VILLAGE, IL
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".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 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(2/28/2012)
RR
Florida(2/28/2012)
RR
Georgia(5/28/2014)
RR
Hawaii(6/1/2022)
RR
Maryland(2/28/2012)
RR
Massachusetts(5/28/2019)
RR
Nebraska(9/23/2025)
RR
New Jersey(12/4/2020)
RR
New York(2/28/2012)
IAR
New York(8/25/2021)
RR
Ohio(2/19/2020)
RR
Virgin Islands(6/13/2019)
RR
Virginia(1/3/2018)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644Syracuse, NY 13202TRUST BUT VERIFY
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