Robert Cassella

Cross State Financial Group LLC

35 Years of Experience

1 Disclosure

View SEC Summary

Areas of Practice

Financial Planning & CoachingRetirement PlanningInvestment ManagementTax PlanningEstate Planning

Cross State Financial Group LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

9 advisors

Number of Clients

432 clients

Average Client Portfolio

$386K average

Assets Under Management

$166.8M

Fee Structure

Minimum Investment:$50K

Location

6721 Academy Rd. Ne, Suite B, Albuquerque, NM, 87109

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History

Regulatory History (1)

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Criminal

February 1984

Final Disposition

View Full SEC Report How to Read Disclosures

Employment History

Current Registrations

Cross State Financial Group LLC

November 2016 - Present · 9 yrs 3 mos

Previous Registrations

Crown Capital Securities, L.P.Broker

December 2016 - December 2018 · 2 yrs

Foothill Securities, INC.

February 2010 - December 2016 · 6 yrs 10 mos

Foothill Securities, INC.Broker

January 2010 - December 2016 · 6 yrs 11 mos

Next Financial Group, INC.Broker

February 2007 - January 2010 · 2 yrs 11 mos

Citigroup Global Markets INC.Broker

March 2001 - February 2007 · 5 yrs 11 mos

Abn Amro Financial Services, INC.Broker

July 1998 - March 2001 · 2 yrs 8 mos

Standard Brokerage Services, INC.Broker

May 1996 - July 1998 · 2 yrs 2 mos

Mariner Financial Services, INC.Broker

April 1993 - May 1996 · 3 yrs 1 mo

Oppenheimer & CO., INC.Broker

May 1991 - August 1991 · 3 mos

Empire National Securities, IncorporatedBroker

May 1990 - December 1990 · 7 mos

USA Financial Group, INC.Broker

May 1989 - May 1990 · 1 yr

Dean Witter Reynolds INC.Broker

August 1987 - April 1989 · 1 yr 8 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.