Chatham Wealth Management

Chatham Wealth Management (CRD# 111987) is a financial advisory firm headquartered in Chatham, NJ. They manage $506,251,358 in 351 accounts and serve the financial needs of clients across 12 states (or territories).

Current Firm Details
10 Townsquare, Suite 100, Chatham, NJ 07928
http://www.chathamwealth.com
By the Numbers
  • Total Assets Under Management
    506
    MILLION
  • Total Number of Accounts
    351
    ACCOUNTS
  • Average Account Value
    $1,442,312
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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Chatham Wealth Management
Showing 1 - 3 of 3 top financial advisors.
1
John Lui, financial advisor Chatham NJ
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 17 years of experience in the finance industry.

2
Gerard McGeough, financial advisor Chatham NJ
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 27 years of experience in the finance industry.

3
Daniel Moskowitz, financial advisor Chatham NJ
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 33 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals