Anton D. Check

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

• 02/2014 → 11/2020
  Tiaa
  Princeton, NJ
• 02/2014 → 11/2020
  Tiaa-Cref Individual & Institutional Services, Llc
  Princeton, NJ
• 11/2020 → Present
  Fidelity Investments
  Bridgewater, NJ
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2020-12-21 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Bridgewater, NJ
• 2014-03-11 → 2020-11-13
  Tiaa-Cref Individual & Institutional Services, Llc
  Princeton, NJ
• 2012-12-05 → 2014-02-03
  J.P. Morgan Securities Llc
  Ewing, NJ
  Flemington, NJ
  Hillsborough, NJ
  New York, NY
• 2010-07-02 → 2012-12-10
  Morgan Stanley
  Lawrenceville, NJ
  Lawrenceville, NJ
  Lawrenceville, NJ

Exams

• S66 Uniform Combined State Law Examination
  2010-07-01

Other Names

• Anton D Check
• Anton David Check