Rowland Pepito, financial advisor Rutherford NJ

Rowland Pepito

CRD Number: 4429686
Current 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.

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Professional Designations
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
Contact Info for Rowland Pepito
Phone Number: 816-531-5575
Registered State(s):
  • NJ
  • NY
  • TX
By the Numbers
  • Total Assets Under Management
    1,488
    MILLIONS
  • Total Number of Accounts
    5,000
    ACCOUNTS
  • Average Account Value
    $297,581
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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
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, WY

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