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Tara J. Recupido

NEW HORIZONS WEALTH MANAGEMENT
Cedar Knolls, NJ 07927
CRD#: 4516375
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TR
Tara Jean RecupidoNEW HORIZONS WEALTH MANAGEMENT

Professional summary

Tara Jean Recupido, who also goes by Tara Jean Giarraffa, Tara Jean Giarraffa Recupido, Tara J. Recupido, is a registered financial advisor currently at NEW HORIZONS WEALTH MANAGEMENT located in Cedar Knolls, New Jersey and WORLD INVESTMENTS, LLC located in Cedar Knolls, New Jersey.

Tara is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. Tara has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Tara Jean Giarraffa | Tara Jean Giarraffa Recupido | Tara J. Recupido

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 Tara Jean Recupido'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

October 2, 2024 - Present

NEW HORIZONS WEALTH MANAGEMENT

Office #1: 240 Cedar Knolls Rd Suite 306, Cedar Knolls, NJ 07927
RIA
CRD#: 328155
Cedar Knolls, NJ
Current

October 9, 2003 - Present

WORLD INVESTMENTS, LLC

Office #1: 240 Cedar Knolls Road Suite 306, Cedar Knolls, NJ 07927
BD
CRD#: 20626
Cedar Knolls, NJ
Past

May 15, 2009 - December 8, 2023

WORLD INVESTMENTS, LLC

RIA
CRD#: 20626
CEDAR KNOLLS, 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".
NH
NEW HORIZONS WEALTH MANAGEMENT
NEW HORIZONS WEALTH MANAGEMENT | NHWM LLC

CRD#: 328155 / SEC#: 801-128979

RIA
Registered Investment Advisory firm - (10/31/2023 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
(10/2/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/14/2009
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/8/2003
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

NH
NEW HORIZONS WEALTH MANAGEMENT
NEW HORIZONS WEALTH MANAGEMENT | NHWM LLC

CRD#: 328155 / SEC#: 801-128979

RIA
Registered Investment Advisory firm - (10/31/2023 Approved)
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Contact information

Main Address
240 Cedar Knolls Rd Suite 306, Cedar Knolls, NJ 07927
Mailing Address
Phone number
(973) 540-1066
Established
Firm type
Fiscal year end
# of Employees
9

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A APPENDIX 1 WRAP FEE PROGRAM BROCHURE (2/10/2026)
FORM ADV PART 2A (2/10/2026)

Regulatory assets under management

Total Number of Accounts740
AUM (Assets Under Management)$ 203,265,394

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

NEW HORIZONS WEALTH MANAGEMENT

CRD#: 328155Cedar Knolls, NJ 07927

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