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Donna Theresa Raab

RAAB & MOSKOWITZ ASSET MANAGEMENT LLC·CHATHAM, New Jersey
Clean recordRAAB & MOSKOWITZ ASSET MANAGEMENT LLC
10 TOWNSQUARE, CHATHAM, NJ 07928CRD# 6803947Firm CRD# 111987

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Donna Theresa Raab · CHATHAM, NJ
Registration
CRD #6803947 · RAAB & MOSKOWITZ ASSET MANAGEMENT LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Donna Theresa Raab is a registered financial advisor based in CHATHAM, New Jersey, affiliated with RAAB & MOSKOWITZ ASSET MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
RAAB & MOSKOWITZ ASSET MANAGEMENT LLC
CHATHAM WEALTH MANAGEMENT
AUM
$506M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at RAAB & MOSKOWITZ ASSET MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6803947
Firm CRD# 111987
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Donna Theresa Raab offer?
Donna Theresa Raab specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in CHATHAM, New Jersey for a consultation.
What are Donna Theresa Raab's credentials?
Donna Theresa Raab is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Donna Theresa Raab located?
Donna Theresa Raab 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 Donna Theresa Raab charge for services?
Donna Theresa Raab'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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Other Advisors at RAAB & MOSKOWITZ ASSET MANAGEMENT LLC

John Henry Raab
CHATHAM, NJ
Daniel Herman Moskowitz
CHATHAM, NJ

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