Yash Dalal is a registered investment advisor at Morgan Stanley, based in Paramus, NJ, with 27 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B
Fee Structure
Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location
61 South Paramus Road, 3rd Floor, Paramus, NJ, 07652
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Regulatory History (1)
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Customer Dispute
March 2008Closed-No Action
Other Business Activities
Yash is a proprietor at the School of Arts & Sciences since 2015, and is involved with an estate and a trust as an executor and trustee respectively. Yash is also a board member of Asha-Vijay Foundation and a partner in VAYS LLC, a family investment LLC.
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
May 2002 - June 2009 · 7 yrs 1 mo
Citigroup Global Markets INC.Broker
December 1998 - June 2009 · 10 yrs 6 mos
State Registrations31 states
ALAZCACOCTDCDEFLGAIAILINLAMAMDMEMINCNJNMNVNYOHORPARISCTNTXVAWA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.