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Cade Baussmann

Investment adviser representative at Florida Financial Advisors, LLC
12 yearsExperience
2 statesRegistered in
$456.1MFirm assets
3 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

12 years in the industry.

  1. Trinity Wealth Securities, LLCAug 2026 to now
  2. Florida Financial Advisors, LLCApr 2026 to now
  3. Florida Financial Advisors dba New England Financial Advisors?Apr 2026 to now
  4. Ba SciencesSep 2022 to Apr 2026
  5. Hannaford SupermarketsJan 2021 to Sep 2022
  6. Hannaford SupermarketsAug 2020 to Dec 2020
  7. Liberty Mutual InsuranceDec 2018 to Jan 2019
  8. University of New HampshireAug 2018 to May 2022
  9. Newick's Lobster HouseAug 2016 to Aug 2019
  10. St. Thomas Aquinas High SchoolAug 2014 to Jun 2018

Exams passed

  • Series 65 · Uniform Investment Adviser Law2026
  • Series 63 · Uniform Securities Agent State Law2026

State registrations

Registered as an investment adviser representative in 2 states (FL, RI).

Florida Financial Advisors, LLC

$456.1MAssets managed
3,005Clients
842Advisers
3 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
8250160
Firm CRD
288811
Advisor's SEC record (opens in a new tab)
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