Chatham Wealth Management

Chatham Wealth Management (CRD# 111987) is a financial advisory firm headquartered in Chatham, NJ. They manage $369,042,770 in 715 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    369
    MILLION
  • Total Number of Accounts
    715
    ACCOUNTS
  • Average Account Value
    $516,144
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CO, DE, FL, NC, NH, NJ, NY, PA, SC, TX

Financial Advisors at Chatham Wealth Management
Showing 1 - 3 of 3 top financial advisors.
1
John Lui
CRD#: 5188925
10 Townsquare, Suite 100, Chatham, NJ 07928

John Lui (CRD# 5188925) is an Investment Advisor Representative working at Chatham Wealth Management in Chatham, NJ and has over 13 years of experience in the finance industry.

2
Gerard B. McGeough
CRD#: 1834279
10 Townsquare, Suite 100, Chatham, NJ 07928

Gerard McGeough (CRD# 1834279) is an Investment Advisor Representative working at Chatham Wealth Management in Chatham, NJ and has over 24 years of experience in the finance industry.

3
Daniel H. Moskowitz
CRD#: 1871697
10 Townsquare, Suite 100, Chatham, NJ 07928

Daniel Moskowitz (CRD# 1871697) is an Investment Advisor Representative working at Chatham Wealth Management in Chatham, NJ and has over 30 years of experience in the finance industry. Daniel Moskowitz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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