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RM

Robert Moskowitz

CHATHAM WEALTH MANAGEMENT
CHATHAM, NJ 07928
Some features on this profile are disabled
CRD#: 7282409
RM
Robert MoskowitzCHATHAM WEALTH MANAGEMENT

Professional summary

Robert Moskowitz, who also goes by Rob Moskowitz, Robbie Moskowitz, is a registered financial advisor currently at CHATHAM WEALTH MANAGEMENT located in Chatham, New Jersey.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Robert has worked at 3 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

Aliases

Rob Moskowitz | Robbie Moskowitz

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 Robert 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®
None

Experience

Current

July 15, 2026 - Present

CHATHAM WEALTH MANAGEMENT

Office #1: 10 Townsquare Suite 100, Chatham, NJ 07928
RIA
CRD#: 111987
CHATHAM, NJ
Past

November 10, 2021 - April 7, 2026

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC

BD
CRD#: 18353
NEWARK, NJ
Past

November 17, 2020 - November 10, 2021

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
Newark, 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".
CW
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
(7/15/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/14/2026
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 12/16/2020
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 11/17/2020
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/15/2020
Securities Industry Essentials Examination

Current Firm

CW
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
6

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 Accounts397
AUM (Assets Under Management)$ 601,352,658

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

Company Information

CHATHAM WEALTH MANAGEMENT

CRD#: 111987Chatham, NJ 07928

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