Rowland PepitoCRD 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.
Cfs Investment Advisory Services LLC
Legacy Care Wealth, LLC
|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 & 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|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Financial planning services
- 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
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