Adil Lalljee

Employer firm

Fisher Investments CRD 107342

$387B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• PORTFOLIO ASSESSMENT

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2021 → 01/2022
  Call Levels
  Singapore
• 05/2021 → 07/2021
  Visenze
  Singapore
• 06/2020 → 01/2021
  Unemployed
  Chicago, IL
• 05/2018 → 06/2020
  Prep Zone Academy
  Singapore
• 11/2017 → 04/2018
  Prep Zone Academy
  Singapore
• 06/2016 → 10/2017
  Prep Zone Academy
  Singapore
• 08/2022 → 01/2023
  Unemployed
  Austin, TX
• 01/2021 → 08/2022
  National University Of Singapore
  Singapore
• 01/2023 → 07/2024
  Equitable Advisors, Llc
  New York, NY
• 07/2024 → 12/2025
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Austin, TX
• 08/2024 → 12/2025
  Bank Of America, N.A.
  Austin, TX
• 02/2026 → Present
  Fisher Investments
  Plano, TX
• 01/2026 → 02/2026
  Unemployed
  Austin, TX

Previous Registrations

• 2024-08-14 → 2025-12-17
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Austin, TX
• 2023-05-19 → 2024-06-25
  Equitable Advisors, Llc
  Austin, TX

Other Businesses

1. FLAT NO. B-1104 & B-1103, REINA BUILDING, SR NO 4A, 1A, HISSA NO 10 & 11, KONDHWA KHURD TAL- HAVELI, PUNE, MAHARASHTRA, 411048, INDIA. CST NO 1537, BHAKITI PREMIUM, OLD MUMBAI RD, PHUGEWADI, DAPODI, PUNE, MAHARASHTRA 411012, INDIA; OWNER - RENTAL PROPERTIES; START DATE 4/1/2021; 0 HOURS. I*1941278 Entity Type, Name of OBA: Rental Property 1 Address: Pune411048India Investment Related: No Position, Title, Association: Sole owner Employee Start Date: 08/01/2024 No Hours: 0 No Hours during trading: 0 Duties: I*1941279 Entity Type, Name of OBA: Rental Property 2 Address: Pune411012India Investment Related: No Position, Title, Association: Co-owner with other family members Employee Start Date: 08/01/2024 No Hours: 0 No Hours during trading: 0 Duties:

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-05-16
• S63 Uniform Securities Agent State Law Examination
  2023-04-10

Other Names

• Adil Lalljee
• Adil Asif Lalljee