David W Treichler

Current Employers

Employment History

• 01/2013 → 12/2025
  Cetera Advisors Llc
  El Segundo, CA
• 01/2020 → Present
  Bright Futures Wealth Management, Llc
  Syracuse, NY
• 06/2011 → 12/2025
  Cetera Advisors
  Syracuse, NY
• 03/2024 → 12/2025
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 01/2026 → Present
  Silver Oak Securities, Inc.
  Jackson, TN

Previous Registrations

• 2024-03-21 → 2025-12-31
  Cetera Investment Advisers Llc
  Syracuse, NY
• 2012-02-28 → 2024-03-21
  Cetera Advisors Llc
  Greenwood Village, CO
  Syracuse, NY
• 2011-04-07 → 2012-02-28
  Pacific West Financial Consultants Inc
  Renton, WA

Other Businesses

1) Arabella Wealth Advisors,Is Investment Related,"120 E. Washington St, Ste #922, Syracuse, NY, 13202, United States",Financial Serivces,Owner,4/1/2011,160 hours per month,120 hours per month during trading hours,Commission Compensation,DBA for independent financial professional and fixed insurance 2) Bright Futures Wealth Management,Is Investment Related,"1630 Empire Boulevard, Suite 100, Webster, NY, 14580, United States",Advisory,IAR,1/1/2020,160 hours per month,120 hours per month during trading hours,Fee Based Compensation,Fiduciary based financial consulting. 3) David W. Treichler rental property,Is Not Investment Related,"955 Meadowbrook Dr., , Syracuse, NY, 13224, United States",real esate,Owner,2/12/2017,5 hours per month,0 hours per month during trading hours,Other Compensation,Rental income; minus operational expenses

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-05-27
• S63 Uniform Securities Agent State Law Examination
  1987-10-09

Designations

Other Names

• Dave Treichler
• David Wesley Treichler