Daniel Moskowitz
Chatham Wealth Management · Chatham, New Jersey
Daniel Moskowitz is a fee-only financial advisor at Chatham Wealth Management in Chatham, New Jersey, who holds the CFP credential. Daniel charges a percentage of assets and focuses on retirement planning and estate & legacy planning.
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Specialties
Facts
| Firm | Chatham Wealth Management |
|---|---|
| Based in | Chatham, New Jersey |
| Fee model | Percentage of assets |
| Assets under management | $642.9M across 622 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NJ, TX · CRD 1871697 |
| Exams passed | Series 63 (1990) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.chathamwealth.com |
| Profile |
How Daniel's firm compares
- Chatham Wealth Management's average account is about $1.0 million, from its Form ADV (assets managed divided by 622 accounts).
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Questions about Daniel
Is Daniel Moskowitz a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Chatham Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Daniel charge for financial advice?
Daniel charges a percentage of assets.
Where is Daniel Moskowitz based?
Daniel Moskowitz is based in Chatham, New Jersey.
What does Daniel specialize in?
Daniel's specialties include retirement planning and estate & legacy planning.
What credentials does Daniel Moskowitz hold?
Daniel Moskowitz holds the CFP credential.
Is Daniel Moskowitz registered with the SEC?
Yes. Daniel Moskowitz is registered as an investment adviser representative in NJ and TX (CRD 1871697), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Chatham Wealth Management manage?
Chatham Wealth Management reports $642.9M across 622 accounts in assets under management.
How do I contact Daniel Moskowitz?
Through Daniel's website, www.chathamwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Chatham
Other advisors in New Jersey who focus on retirement planning
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Chatham Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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