Gerard B. Mcgeough

CHATHAM WEALTH MANAGEMENT

Chatham, NJ 07928

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CRD#: 1834279

Professional summary

Gerard Brian Mcgeough, CFP® is a registered financial advisor currently at CHATHAM WEALTH MANAGEMENT located in Chatham, New Jersey.

Gerard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Gerard has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 3, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gerard Brian Mcgeough's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2020

Experience

Current

December 14, 2017 - Present

CHATHAM WEALTH MANAGEMENT

Office #1: 10 Townsquare Suite 100, Chatham, NJ 07928

RIA

CRD#: 111987

Chatham, NJ

Past

August 19, 2016 - December 4, 2017

WILLIAM O'NEIL SECURITIES

CRD#: 894

NEW YORK, NY

Past

August 27, 2015 - February 21, 2017

CHATHAM WEALTH MANAGEMENT

RIA

CRD#: 111987

CHATHAM, NJ

Past

June 20, 2011 - May 18, 2015

J.P. MORGAN SECURITIES LLC

CRD#: 79

NEW YORK, NY

Past

June 23, 2009 - April 8, 2011

MACQUARIE CAPITAL (USA) INC.

CRD#: 36368

NEW YORK, NY

Past

November 3, 2000 - June 2, 2009

UBS SECURITIES LLC

CRD#: 7654

NEW YORK, NY

Past

July 23, 1996 - November 3, 2000

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CHATHAM WEALTH MANAGEMENT

CHATHAM WEALTH MANAGEMENT | RAAB & MOSKOWITZ ASSET MANAGEMENT LLC

CRD#: 111987 / SEC#: 801-58135

RIA

Registered Investment Advisory firm - (12/5/2000 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New Jersey
(12/14/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/20/2015

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/26/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 12/4/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 3

Date: 5/23/2008

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 7/22/1996

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 8/1/2006

General Securities Principal Examination

Current Firm

CHATHAM WEALTH MANAGEMENT

CHATHAM WEALTH MANAGEMENT | RAAB & MOSKOWITZ ASSET MANAGEMENT LLC

CRD#: 111987 / SEC#: 801-58135

RIA

Registered Investment Advisory firm - (12/5/2000 Approved)

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Contact information

Main Address

10 Townsquare Suite 100, Chatham, NJ 07928

Mailing Address

Po Box 867, Chatham, NJ 07928

Phone number

(973) 635-4275

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CHATHAM WEALTH MANAGEMENT FORM ADV PART 2 BROCHURE (1/29/2025)

Regulatory assets under management

Total Number of Accounts	397
AUM (Assets Under Management)	$ 601,352,658

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Gerard B. Mcgeough

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gerard Brian Mcgeough's CRS (Customer Relationship Summary).

Certified licenses

Experience

WILLIAM O'NEIL SECURITIES

CHATHAM WEALTH MANAGEMENT

J.P. MORGAN SECURITIES LLC

MACQUARIE CAPITAL (USA) INC.

UBS SECURITIES LLC

UBS FINANCIAL SERVICES INC.

Primary Firm SEC Registration

CHATHAM WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 8/20/2015

Series 63

Date: 8/26/1996

SIE

Date: 12/4/2017

Series 3

Date: 5/23/2008

Series 7

Date: 7/22/1996

Series 24

Date: 8/1/2006

Current Firm

CHATHAM WEALTH MANAGEMENT

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CHATHAM WEALTH MANAGEMENT

TRUST BUT VERIFY

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