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Forbes Lists
About Yash Dalal
The description above is provided by Yash.
Yash Dalal's Awards
Yash holds numerous designations including; Alternatives Investment Director, Senior Portfolio Management Director, Senior Investment Management Consultant and Financial Planning Specialist, and industry designation of Certified Retirement Planning Specialist (CRPS®). In 2021 he was recognized by Forbes on their Best-In-State Wealth Advisors list. In 2022, he ranked #7 on the North NJ (High Net Worth) Forbes List & added the distinction of being named to Barron's Top 1200 Financial Advisors list.
Forbes Best-In-State Wealth Management Teams Source: Forbes.com (Awarded January 2024). Data complied by SHOOK Research LLC based for the period 3/31/22 - 3/31/23.
Forbes America's Top Wealth Advisors & Best-In-State Wealth Advisors. Source Forbes.com (Awarded April 2024). Data compiled by SHOOK Research LLC for the period 6/30/22 - 6/30/23.
Forbes America's Top Wealth Advisors & Best-In-State Wealth Advisors. Source Forbes.com (Awarded April 2024). Data compiled by SHOOK Research LLC for the period 6/30/22 - 6/30/23.
2023 Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded 2023, 2022, 2021). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Barron's Top 1,200 Financial Advisors: State-by-State Source: Barrons.com (awarded March 2022). Data compiled by Barron's based on time period from Sept 2020 - Sept 2021.
Awards Disclosures
Source: Forbes.com (Awarded 2023, 2022, 2021). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Barron's Top 1,200 Financial Advisors: State-by-State Source: Barrons.com (awarded March 2022). Data compiled by Barron's based on time period from Sept 2020 - Sept 2021.
Awards Disclosures
Morgan Stanley Smith Barney LLC. Member SIPC.
CRC 3564100 05/24