Robert Cassella (CRD# 1596984) is an Investment Advisor Representative working at Cross State Financial Group LLC in Albuquerque, NM and has over 36 years of experience in the finance industry.
CRD# 4939910
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6343481
The H Group, Inc.
CRD# 2376474
Cuso Financial Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cross State Financial Group | Albuquerque, NM | Nov 2016 - Current | 7 |
| Insurance Sales | Rochester Hills, MI | Apr 2007 - Current | 17 |
| Crown Capital Securities, LP | Orange, CA | Dec 2016 - Dec 2018 | 2 |
| Legal Services | Rochester Hills, MI | Sep 2010 - Dec 2018 | 8 |
| Foothill Securities, Inc. | Rochester Hills, MI | Jan 2010 - Dec 2016 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1987 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2010 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- AL
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Total Assets Under Management145MILLIONS
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Total Number of Accounts1,060ACCOUNTS
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Average Account Value$137,223
- A percentage of assets under your management
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AL, AZ, CA, CO, FL, IA, MI, NJ, NM, NV, PA, TX
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