Rowland Pepito
CRD Number: 4429686Current Firm: American Century Investments Private Client Group, Inc.
Rowland Pepito (CRD# 4429686) is an Investment Advisor Representative working at American Century Investments Private Client Group, Inc. in Rutherford, NJ and has over 22 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.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
Company Name | Location | Dates | Years |
---|---|---|---|
American Century Investment Services, Inc. | Kansas City, MO | Aug 2020 - Current | 3 |
Financial Life Focus, LLC | Livingston, NJ | Apr 2019 - Sep 2020 | 1 |
Adam Seiden | New York, NY | Jan 2019 - Apr 2019 | < 1 |
Northwestern Mutual Investment Services LLC | New York, NY | Jan 2019 - Apr 2019 | < 1 |
Adam Seiden | New York, NY | Dec 2018 - Jan 2019 | < 1 |
Ernst And Young | Secaucus, NJ | Aug 2018 - Dec 2018 | < 1 |
Student | Rutherford, NJ | Oct 2017 - Dec 2018 | 1 |
Fidelity Investments | Wayne, NJ | Aug 2016 - Sep 2017 | 1 |
Usaa Wealth Mgt | Short Hills, NJ | Jul 2013 - Jul 2016 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Oct 2001 |
S65 | NASAA Investment Advisors Law Examination | Apr 2011 |
- NJ
- NY
- TX
-
Total Assets Under Management1,488MILLIONS
-
Total Number of Accounts5,000ACCOUNTS
-
Average Account Value$297,581
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.