This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

FISHER INVESTMENTS

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jun 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S63|S65

First exam

Apr 10, 2023

First registration

May 19, 2023

Dual registered

no

Other names

Adil Lalljee|Adil Asif Lalljee

IAPD individual key

7685354

• Occurred

  Dec 17, 2025
  Advisor changed firm

  Adil Lalljee left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Fisher Investments (registered 2026-02-13)

  Form ADVobserved 6 days ago
• Occurred

  Jun 25, 2024
  Advisor changed firm

  Adil Lalljee left Equitable Advisors, Llc for Merrill Lynch, Pierce, Fenner & Smith Incorporated (registered 2024-08-14)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:b06db3f7-cf94-af28-0b23-237f8ca25570

First observed

May 19, 2023

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.