Robert
Cassella
Cross State Financial Group LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Robert Cassella is a financial advisor based out of Albuquerque, New Mexico who has 7 years of industry experience. Cassella is an employee of Cross State Financial Group LLC. Throughout their career, they have worked at Foothill Securities, Inc, Legal Services, Insurance Sales, Cross State Financial Group and Crown Capital Securities, Lp. Cassella holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Michigan. Cross State Financial Group LLC is a financial advisory business that has its headquarters in Albuquerque, NM. The firm has offices in six locations and a total of nine advisors. It handles $117 million in total assets among its 861 client accounts, placing it among the mid-sized firms in the country by assets under management. The firm serves seven charities and foundations. Of its 861 client accounts, just 7% are held by high-net-worth individuals who have at least $1 million in investable assets. The advisory firm offers a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors usually vary depending on which services the firm provides the client. Fees charged by Cross State Financial Group LLC can consist of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Cross State Financial Group LLC Brokerage Details
$117,205,050
9
861
$136,127
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Robert Cassella Work History
Robert has been registered as a financial advisor for 7 years.*
Cross State Financial Group
Insurance Sales
Crown Capital Securities, Lp
Foothill Securities, Inc
Legal Services
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Robert Cassella to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cross State Financial Group LLC
Grand Haven, MI
Albuquerque, NM
Sparks, NV
Albuquerque, NM
Flagstaff, AZ
Albuquerque, NM
Albuquerque, NM
Albuquerque, NM
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
