Benjamin Karl Anton

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2015 → 01/2018
  Green Mountain College
  Poultney, VT
• 06/2016 → 09/2017
  Grassroots Solar
  Dorest, VT
• 02/2018 → 11/2018
  Self Employed
  Spicewood, TX
• 11/2018 → 07/2020
  Homeworks Energy
  Medford, MA
• 07/2020 → Present
  Fidelity Investments
  Denver, CO
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2020-11-02 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Greenwood Village, CO

Exams

• S66 Uniform Combined State Law Examination
  2020-10-29

Other Names

• Benjamin Karl Anton
• Benjamin Anton