Daniel H. Moskowitz

CHATHAM WEALTH MANAGEMENT

CHATHAM, NJ 07928

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CRD#: 1871697

Professional summary

Daniel Herman Moskowitz, CFP® is a registered financial advisor currently at CHATHAM WEALTH MANAGEMENT located in Chatham, New Jersey.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. Daniel has worked at 5 firms and has passed the Series 63, Series 7, Series 53 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 Daniel Herman Moskowitz'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: 2001

Experience

Current

June 24, 2010 - Present

CHATHAM WEALTH MANAGEMENT

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

RIA

CRD#: 111987

CHATHAM, NJ

Past

June 20, 1997 - June 1, 1998

OPPENHEIMER & CO. INC.

CRD#: 249

NEW YORK, NY

Past

March 10, 1995 - June 9, 1997

WINDSOR STREET CAPITAL, LP

CRD#: 34171

NEW YORK, NY

Past

June 25, 1993 - March 22, 1995

INTESA SANPAOLO IMI SECURITIES CORP.

CRD#: 19418

NEW YORK, NY

Past

April 24, 1990 - June 3, 1993

DB ALEX. BROWN LLC

CRD#: 17790

BALTIMORE, MD

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
(6/24/2010)

IAR

Texas
(6/24/2014)

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

Series 63

Date: 6/11/1990

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 4/21/1990

General Securities Representative Examination

Principal/Supervisory Exam

Series 53

Date: 1/31/1996

Municipal Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 1/19/1996

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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Daniel H. Moskowitz

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Herman Moskowitz's CRS (Customer Relationship Summary).

Certified licenses

Experience

OPPENHEIMER & CO. INC.

WINDSOR STREET CAPITAL, LP

INTESA SANPAOLO IMI SECURITIES CORP.

DB ALEX. BROWN LLC

Primary Firm SEC Registration

CHATHAM WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 63

Date: 6/11/1990

Series 7

Date: 4/21/1990

Series 53

Date: 1/31/1996

Series 24

Date: 1/19/1996

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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