Anna V. Rifkin
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Anna Viktorovna Rifkin, CFP®, ChFC®, who also goes by Anna V Antonenko, Anna Antonenko, Anna VIctoria Antonenko, Anna Viktorovna Antonenko, Anna Rifkin, Anna Victoria Rifkin, Anna Viktorovna Rifkin, was a registered financial professional .
Anna is a previously registered financial professional and started their career in finance in 2012. Anna had worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
March 31, 2025 - May 28, 2025
STRATEGIC ADVISERS LLC
January 4, 2021 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
November 30, 2020 - May 28, 2025
FIDELITY BROKERAGE SERVICES LLC
December 11, 2018 - November 13, 2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
December 10, 2018 - November 13, 2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
February 22, 2017 - November 19, 2018
CITIZENS SECURITIES, INC.
June 9, 2016 - November 19, 2018
CITIZENS SECURITIES, INC.
October 1, 2012 - April 14, 2016
J.P. MORGAN SECURITIES LLC
May 14, 2012 - October 1, 2012
CHASE INVESTMENT SERVICES CORP.
Primary Firm SEC Registration
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
Contact information
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
