Chatham Wealth Management

Chatham Wealth Management (CRD# 111987) is a financial advisory firm headquartered in Chatham, NJ. They manage $284,652,250 in 374 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    285
    MILLION
  • Total Number of Accounts
    374
    ACCOUNTS
  • Average Account Value
    $761,102
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, FL, NH, NJ, NY, PA, SC, TX

Financial Advisors at Chatham Wealth Management
Showing 1 - 5 of 5 top financial advisors.
1
Daniel H. Moskowitz
CRD#: 1871697
10 Townsquare, Suite 100, Chatham, NJ 07928
96
Wealthminder
score

Daniel Moskowitz (CRD# 1871697) is an Investment Advisor Representative working at Chatham Wealth Management in Chatham, NJ and has over 26 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.

2
Gregory P. Shaw
CRD#: 2985222
10 Town Square, Suite 100, Chatham, NJ 07928
96
Wealthminder
score

Gregory Shaw (CRD# 2985222) is an Investment Advisor Representative working at Chatham Wealth Management in Chatham, NJ and has over 18 years of experience in the finance industry. Gregory Shaw 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.

3
John Lui
CRD#: 5188925
10 Townsquare, Suite 100, Chatham, NJ 07928
93
Wealthminder
score

John Lui (CRD# 5188925) is an Investment Advisor Representative working at Chatham Wealth Management in Chatham, NJ and has over 9 years of experience in the finance industry.

4
Gerard B. McGeough
CRD#: 1834279
10 Townsquare, Suite 100, Chatham, NJ 07928
93
Wealthminder
score

Gerard McGeough (CRD# 1834279) is an Investment Advisor Representative working at Chatham Wealth Management in Chatham, NJ and has over 20 years of experience in the finance industry.

5
Michael T. Ryan
CRD#: 5828745
10 Townsquare, Suite 100, Chatham, NJ 07928
87
Wealthminder
score

Michael Ryan (CRD# 5828745) is an Investment Advisor Representative working at Chatham Wealth Management in Chatham, NJ and has 1 year of experience in the finance industry.

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