Rowland Pepito, financial advisor Short Hills NJ
96 score

Rowland Pepito

CRD Number: 4429686
Current Firm: Usaa Financial Planning Services

Rowland Pepito (CRD# 4429686) is an Investment Advisor Representative working at Usaa Financial Planning Services in Short Hills, NJ and has over 15 years of experience in the finance industry. Rowland Pepito has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Usaa Financial Advisors, Inc. New York, NY Jul 2013 - Current 3
Usaa Financial Planning Services New York, NY Jul 2013 - Current 3
Tiaa Hackensack, NJ Aug 2012 - Jun 2013 < 1
Tiaa-cref Individual & Institutional Services, LLC Hackensack, NJ Aug 2012 - Jun 2013 < 1
Bank Of America, N.a. Maplewood, NJ Jul 2011 - Aug 2012 1
Merrill Lynch, Pierce, Fenner &amp; Smith Inc. Maplewood, NJ May 2011 - Aug 2012 1
Chase Investment Services Corp. Hawthorne, NJ Aug 2010 - Aug 2012 2
Chase Investment Services Hawthorne, NJ Aug 2010 - May 2011 < 1
G-2 Trading, LLC New York, NY Mar 2010 - Jul 2010 < 1
G-2 Trading Ny, NY Mar 2010 - Jul 2010 < 1
7 Sigma LLC New York, NY Feb 2007 - Jul 2010 3
Assent LLC New York, NY Jun 2009 - Aug 2009 < 1
Assent Trading Ny, NY Jun 2009 - Aug 2009 < 1
Dimension Capital New York, NY Mar 2008 - Jun 2009 1
Dimension Trading Ny, NY Mar 2008 - Jun 2009 1
Echotrade, LLC New York, NY Aug 2006 - Mar 2008 1
Echo Trade Ny, NY Aug 2006 - Mar 2008 1
Generic Trading Of Philadelphia Bayonne, NJ Jul 2004 - Aug 2006 2
Generic Trade Of Philadelphia Ny, NY Jul 2004 - Aug 2006 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2001
S65 NASAA Investment Advisors Law Examination Apr 2011
Contact Info for Rowland Pepito
Phone Number: 800-531-USAA
Firm Website: https://www.usaa.com
Registered State(s):
  • CA
  • CT
  • FL
  • NJ
  • PA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Financial planning services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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