Adil Lalljee
Investment Adviser Representative at Fisher Investments
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Adil Lalljee is an investment adviser representative with Fisher Investments in Plano, TX, where they have been registered since 2026. They have worked in the securities industry since 2023 and have been registered with 3 firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated and Equitable Advisors, LLC. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Texas.
Office
Advisors at this office: 511
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Call LevelsAug 2021 – Jan 2022Singapore
- ViSenzeMay 2021 – Jul 2021Singapore
- UnemployedJun 2020 – Jan 2021Chicago, IL
- Prep Zone AcademyMay 2018 – Jun 2020Singapore
- Prep Zone AcademyNov 2017 – Apr 2018Singapore
- Prep Zone AcademyJun 2016 – Oct 2017Singapore
- UnemployedAug 2022 – Jan 2023Austin, TX
- National University of SingaporeJan 2021 – Aug 2022Singapore
- Equitable Advisors, LLCJan 2023 – Jul 2024New York, NY
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2024 – Dec 2025Austin, TX
- Bank of America, N.A.Aug 2024 – Dec 2025Austin, TX
- Fisher InvestmentsFeb 2026 – no end date reportedPlano, TX
- unemployedJan 2026 – Feb 2026Austin, TX
Official records & sources
Data as of June 29, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Fisher Investments
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Performance-based fees
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 2,824
- Offices listed on AdvisorFinder:
- 15
- Main office:
- Plano, TX
- SEC file number:
- 801-29362
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of April 2, 2026
View full firm profileOther advisors at Fisher Investments
Showing 12 of 2,824 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Adil Lalljee has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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