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Daniel Herman Moskowitz

RAAB & MOSKOWITZ ASSET MANAGEMENT LLC·CHATHAM, New Jersey
Series 7, Series 24, Series 53, Series 63Clean record16 years registeredRAAB & MOSKOWITZ ASSET MANAGEMENT LLC
10 TOWNSQUARE, CHATHAM, NJ 07928CRD# 1871697Firm CRD# 111987

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Daniel Herman Moskowitz · CHATHAM, NJ
Registration
CRD #1871697 · RAAB & MOSKOWITZ ASSET MANAGEMENT LLC · 16 years registered
Brand Profile
Not yet started
01

Career History

CHATHAM WEALTH MANAGEMENT
Jun 2010 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 24
Series 53
Series 63
Registration record
First registered · June 24, 2010
Years registered · 16
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
RAAB & MOSKOWITZ ASSET MANAGEMENT LLC
CRD 111987 · SEC 801-58135
AUM
$506M
Regulatory assets under management
Employees
5
351 client accounts
Services offered by RAAB & MOSKOWITZ ASSET MANAGEMENT LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at RAAB & MOSKOWITZ ASSET MANAGEMENT LLC →
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Frequently Asked Questions

What services does Daniel Herman Moskowitz offer?
Daniel Herman Moskowitz specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in CHATHAM, New Jersey for a consultation.
What are Daniel Herman Moskowitz's credentials?
Daniel Herman Moskowitz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Herman Moskowitz located?
Daniel Herman Moskowitz is based in CHATHAM, New Jersey, working with RAAB & MOSKOWITZ ASSET MANAGEMENT LLC. Their office serves clients in the CHATHAM metropolitan area and surrounding communities.
How does Daniel Herman Moskowitz charge for services?
Daniel Herman Moskowitz's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RAAB & MOSKOWITZ ASSET MANAGEMENT LLC?
RAAB & MOSKOWITZ ASSET MANAGEMENT LLC has approximately 5 employees and manages $506M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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