Rowland
Pepito

American Century Investments Private Client Group, Inc

CRD#4429686
Investment Advisor
in Rutherford, NJ

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About this Advisor

Rowland Pepito is a financial advisor based in Rutherford, New Jersey, working with American Century Investments Private Client Group, Inc. Rowland has previously held positions at Ernst And Young, Student, Fidelity Investments, Usaa Wealth Mgt, Adam Seiden, Northwestern Mutual Investment Services LLC, Financial Life Focus, LLC, and American Century Investment Services, Inc. Rowland has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New Jersey, New York, and Texas. Currently, Rowland is part of American Century Investments Private Client Group, Inc, which operates out of Rutherford, New Jersey. The firm has 5 offices and 102 employees. The firm manages assets totaling $1.9 billion and offers services including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, publication of newsletters, and educational seminars. The fee structure at American Century Investments Private Client Group, Inc includes asset-based fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets

Office Location

Rutherford, NJ

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American Century Investments Private Client Group, Inc Brokerage Details

Total Assets Under Management

$1,866,781,488

NJ Average: $11,469,110,461
Total Number of Employees

102

NJ Average: 458
Total Number of Accounts

3,717

NJ Average: 33,415
Average Account Size

$502,228

NJ Average: $343,232

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Rowland Pepito Work History

2020 - Present (5 years)

American Century Investment Services, Inc

2019 - 2019 (< 1 year)

Adam Seiden

2019 - 2019 (< 1 year)

Northwestern Mutual Investment Services LLC

2019 - 2020 (1 year)

Financial Life Focus, LLC

2018 - 2018 (< 1 year)

Ernst And Young

2018 - 2019 (1 year)

Adam Seiden

2017 - 2018 (1 year)

Student

2016 - 2017 (1 year)

Fidelity Investments

2013 - 2016 (3 years)

Usaa Wealth Mgt

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Rowland Pepito to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at American Century Investments Private Client Group, Inc

Austin Hinck
Leawood, KS
James Barenberg
Kansas City, MO
Christian Goodman
Kansas City, MO
Joshua Freeborn
Concordia, KS
Christopher Sexton
Geneva, IL
Kyle Ray
Los Angeles, CA
Frank Opelka
Kansas City, MO
Jonathan Belay
Torrance, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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