DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Eric James Lalime
Certified Financial Planner
Feed of 09/14/2026
Also filed as Eric Lalime
At current firm
5 y
since Jun 21, 2021
In the industry
19 y
since Jun 18, 2007 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Pallas Capital Advisors, LLC independent RIA currentsince Jun 21, 2021 · Braintree, Ma
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOct 31, 2008 to Jun 22, 2021 · Paramus, Nj
- Morgan Stanley & Co. LLC unclassifiedJun 19, 2007 to Nov 3, 2008 · Ridgewood, Nj
Moves
a registration end followed by a registration begin elsewhere
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Pallas Capital Advisors, LLCleft Jun 22, 2021, registered Jun 21, 2021 (-1 days) · Wirehouse to independent RIA
- Morgan Stanley & Co. LLC to Merrill Lynch, Pierce, Fenner & Smith Incorporatedleft Nov 3, 2008, registered Oct 31, 2008 (-3 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 19derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address