Unclaimed Profile

Riza Khalil Hernandez

ENTREFOLIO LLC·OAKLAND, California

SIE, Series 7, Series 6622 years registeredENTREFOLIO LLC

344 20TH ST, OAKLAND, CA 94612CRD# 3219740Firm CRD# 312977

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Riza Khalil Hernandez · OAKLAND, CA

Registration

CRD #3219740 · ENTREFOLIO LLC · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ENTREFOLIO LLC

ENTREFOLIO WEALTH MANAGEMENT

Mar 2021 – Dec 2024

Oakland, CA

ADVISORY ALPHA, LLC

Feb 2020 – Oct 2020

Oakland, CA

LINCOLN FINANCIAL SECURITIES CORPORATION

Sep 2018 – Feb 2020

OAKLAND, CA

WELLS FARGO CLEARING SERVICES, LLC

Jul 2014 – Oct 2018

OAKLAND, CA

J.P. MORGAN SECURITIES LLC

Oct 2012 – Jul 2014

RICHMOND, CA

CHASE INVESTMENT SERVICES CORP.

Jul 2010 – Oct 2012

RICHMOND, CA

BANC OF AMERICA INVESTMENT SERVICES, INC.

Jun 2008 – Mar 2009

CONCORD, CA

MERRILL LYNCH PIERCE FENNER & SMITH INC.

Oct 2003 – Sep 2007

SAN FRANCISCO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · October 27, 2003

Years registered · 22

Disclosure History

2022Financial·Final

2020Regulatory·Final

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

ENTREFOLIO LLC

CRD 312977 · SEC 801-120559

AUM

$10M

Regulatory assets under management

Employees

37 client accounts

Services offered by ENTREFOLIO LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ENTREFOLIO LLC →

Introduction

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Frequently Asked Questions

What services does Riza Khalil Hernandez offer?

Riza Khalil Hernandez specializes in Financial Planning, Investment Management.

What are Riza Khalil Hernandez's credentials?

Riza Khalil Hernandez is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Riza Khalil Hernandez located?

Riza Khalil Hernandez is based in OAKLAND, California, last registered with ENTREFOLIO LLC.

How does Riza Khalil Hernandez charge for services?

Riza Khalil Hernandez's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ENTREFOLIO LLC?

ENTREFOLIO LLC has approximately 1 employees and manages $10M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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