Rowland Pepito
Investment adviser representative at Wealth Enhancement Advisory Services, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$122.2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Wealth Enhancement Advisory Services, LLCAug 2026 to now
- Wealth Enhancement Brokerage ServicesAug 2026 to now
- Wealth Enhancement GroupAug 2026 to now
- American Century Investment Services, Inc.Aug 2020 to Aug 2026
- Financial Life Focus, LLCApr 2019 to Sep 2020
- Northwestern Mutual Investment Services LLCJan 2019 to Apr 2019
- Adam SeidenDec 2018 to Apr 2019
- Ernst and YoungAug 2018 to Dec 2018
- StudentOct 2017 to Dec 2018
- Fidelity InvestmentsAug 2016 to Sep 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Wealth Enhancement Advisory Services, LLC
$122.2BAssets managed
85,001Clients
1,002Advisers
24 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4429686
- Firm CRD
- 116407