AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
Sridhar Krishnan

Sridhar Krishnan

ENCOVER PERSONAL FINANCE
Fremont, CA
Some features on this profile are disabled
CRD#: 7002561
Sridhar Krishnan

Professional summary

Sridhar Krishnan, CFP®, who also goes by Sri Krishnan, is a registered financial advisor currently at ENCOVER PERSONAL FINANCE located in Fremont, California.

Sridhar is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Sridhar has worked at 1 firm and has passed the Series 65 exam.

Biography

Encover Personal Finance LLC is a "fee-only" financial planning firm based in Fremont, CA serving the Bay Area. Our philosophy is to present you with unbiased and well-researched advice so that you can make the best decisions in every phase of your life. Our motto is to provide a plan to build, grow, and secure your financial future by understanding your priorities and goals. While we value a long-term relationship with you, we are happy to address any immediate financial decisions confounding you.
top-8-questions

Question & Answer

What are your service offerings?
Tax Planning
Insurance Planning
Employee and Employer Plan Ben...
Estate Planning
Investment Planning
Comprehensive Financial Planni...
Retirement Planning
Education Planning
Do you have an area of expertise or specialization?
Entrepreneurs
Fixed Fee (Subscription, Retai...
Generation X
Hourly
Investment Advice without Ongo...
Middle Income Client Needs
Are you a "fiduciary"?
Yes

Aliases

Sri Krishnan

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Self-Employed, Position: Consultant for high-technology companies, Title: Program Manager, Not investment-related, This activity accounts for approximately 30% of his time.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sridhar Krishnan's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2022

Experience

Current

September 19, 2018 - Present

ENCOVER PERSONAL FINANCE

RIA
CRD#: 297367
Fremont, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(9/19/2018)
IAR
Texas
(3/7/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/21/2017
Uniform Investment Adviser Law Examination

Current Firm

ENCOVER PERSONAL FINANCE
ENCOVER PERSONAL FINANCE
ENCOVER PERSONAL FINANCE | ENCOVER PERSONAL FINANCE LLC

CRD#: 297367 / SEC#:

California
Registered Investment Advisory firm - (9/19/2018 Approved)
Texas
Registered Investment Advisory firm - (2/24/2023 Conditional Restricted)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
Fremont, CA
Mailing Address
Phone number
(510) 552-5098
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

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.

Company Information

ENCOVER PERSONAL FINANCE

ENCOVER PERSONAL FINANCE

CRD#: 297367Fremont, CA

TRUST BUT VERIFY

Monitor Sridhar Krishnan

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Contact information

(xxx) xxx-xxxx

Similar Advisors

Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics