Robert Cassella has been an investment adviser representative at Cross State Financial Group since November 2016, and is not listed among the firm’s executive officers or direct owners. Robert Cassella holds a BS in Finance from Indiana University.
Cross State Financial Group LLC is an Albuquerque, NM firm with $188M under management, 406 clients and 10 advisers across 8 offices, as of its April 2026 filing.
Robert Cassella works with Cross State Financial Group in its Alabama office. He has been in the financial services industry since 1987, starting as a stock broker for Dean Witter in Detroit. He later worked as a financial advisor for Smith Barney and Standard Federal Bank.
Robert Cassella’s longest registration is the current one, 9 years at Cross State Financial Group since 2016. Before joining Cross State Financial Group in 2016, Robert Cassella was registered through Foothill Securities, Inc.
- – present · 9 yearsRobertsdale, AL · Adviser representative · Firm CRD 282011
- Foothill Securities, Inc.– · 6 yearsRochester Hills, MI · Adviser representative · Firm CRD 1027
Investment adviser representative registrations
Robert Cassella is registered as an investment adviser representative in Alabama, since March 2024.
- AlabamaSince 27 March 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 16 February 2010 |
| Series 3 | National Commodity Futures Examination | 9 September 1987 |
| Series 63 | Uniform Securities Agent State Law Examination | 21 August 1987 |
| Series 7 | General Securities Representative Examination | 15 August 1987 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- National Commodity Futures Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- CRD
- 1596984
- Firm
- Cross State Financial Group · CRD 282011
- Office
- Robertsdale, AL
- Registration
- Investment adviser registration
- In the industry since
- December 1989
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- crossstatefinancial.com
Where does Robert Cassella work?
Robert Cassella is an investment adviser representative registered through Cross State Financial Group LLC since November 2016, and is not listed among the firm’s executive officers or direct owners.
Is Robert Cassella a financial advisor?
Yes. Robert Cassella has a current investment-adviser registration in Alabama, through Cross State Financial Group since November 2016.
How many years of experience does Robert Cassella have?
Robert Cassella has 36 years in the financial industry, since December 1989, across 2 adviser firms.
What exams has Robert Cassella passed?
Robert Cassella has passed 4 licensing exams: the Series 7, Series 63, Series 3 and Series 65. The earliest, the Series 7, was passed in August 1987. FINRA credited Robert Cassella with the SIE, which began in October 2018.
Where is Robert Cassella based?
Robert Cassella’s registered office is in Robertsdale, AL.
Is Robert Cassella registered with FINRA?
No. Robert Cassella has no current broker registration.
How can I verify Robert Cassella’s record?
Search CRD 1596984 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Robert Cassella’s full registration record.