Cade Truscott
Advisor at UBS Financial Services
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at UBS Financial Services
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Boise, ID 83702-7065
Credentials
Series 66
Industry experience
2 years
Cade Truscott is a financial advisor at UBS Financial Services with two years of industry experience. He holds the Series 66 designation and is based in Boise, ID. Prior to his role at UBS, Cade held various positions including at Boise State University and Crane Creek Country Club. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.
Based on UBS Financial Services
Based on UBS Financial Services
Commissions for securities transactions, including equities, mutual funds, ETFs, and insurance products
Minimum fee: General range $500 to $50,000, typically $1,000 to $10,000; fees greater than $50,000 and up to $100,000 may be permitted for complex situations
1161 West River Street, Suite 340
Boise, ID 83702-7065
Idaho
UBS Financial Services
2022 - Present (4 years)
Boise State University
2022 - 2023 (1 year)
Crane Creek Country Club
2022 - Present (4 years)
Red Robin
2022 - 2022 (1 year)
Boise State University
2021 - 2022 (1 year)
Costco
2021 - 2021 (1 year)
PotlatchDeltic
2021 - 2021 (1 year)
Boise State University
2020 - 2021 (1 year)
Stimson Lumber Company
2020 - 2020 (1 year)
St. Maries High School
2016 - 2020 (4 years)
St. Maries Middle School
2014 - 2016 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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