Robert Cassella

Employer firm

Cross State Financial Group LLC CRD 282011

$188M regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2010 → 12/2016
  Foothill Securities, Inc.
  Rochester Hills, MI
• 09/2010 → 12/2018
  Legal Services
  Rochester Hills, MI
• 04/2007 → Present
  Insurance Sales
  Rochester Hills, MI
• 11/2016 → Present
  Cross State Financial Group
  Albuquerque, NM
• 12/2016 → 12/2018
  Crown Capital Securities, Lp
  Orange, CA

Previous Registrations

• 2010-02-26 → 2016-12-06
  Foothill Securities, Inc.
  Albuquerque, NM
  Rochester Hills, MI
  Albuquerque, NM
  Santa Clara, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-02-16
• S63 Uniform Securities Agent State Law Examination
  1987-08-21

Other Names

• Rob Cassella