Robert Moskowitz
Chatham Wealth Management · Chatham, New Jersey
Robert Moskowitz is a fee-only financial advisor at Chatham Wealth Management in Chatham, New Jersey. Robert charges a percentage of assets and focuses on retirement planning and estate & legacy planning.
Request an introduction to Robert →
Specialties
Facts
| Firm | Chatham Wealth Management |
|---|---|
| Based in | Chatham, New Jersey |
| Fee model | Percentage of assets |
| Assets under management | $642.9M across 622 accounts |
| SEC registration | Investment adviser representative in NJ · CRD 7282409 |
| Exams passed | Series 63 (2020) · Series 65 (2026) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.chathamwealth.com |
| Profile |
How Robert's firm compares
- Chatham Wealth Management's average account is about $1.0 million, from its Form ADV (assets managed divided by 622 accounts).
Request an introduction to Robert
Tell Robert a little about what you're looking for. Robert isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Robert
Is Robert Moskowitz a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert 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 Robert charge for financial advice?
Robert charges a percentage of assets.
Where is Robert Moskowitz based?
Robert Moskowitz is based in Chatham, New Jersey.
What does Robert specialize in?
Robert's specialties include retirement planning and estate & legacy planning.
Is Robert Moskowitz registered with the SEC?
Yes. Robert Moskowitz is registered as an investment adviser representative in NJ (CRD 7282409), 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 Robert Moskowitz?
Through Robert'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.
See something wrong? Request a correction. Read our methodology.