Tara J. Recupido

NEW HORIZONS WEALTH MANAGEMENT

Cedar Knolls, NJ 07927

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CRD#: 4516375

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.

1. ZUMBA INSTRUCTOR; DENVILLE, NJ; 9/26/2010 - PRESENT; TEACH AND LEAD DURING A ZUMBA AEROBICS CLASS; PAID PER CLASS OR HOURLY; not investment related. 2. TFS ADVISORY SERVICES - BUY/HOLD PLUS/401K PLUS437 NEWMANS SPRINGS ROAD, LINCROFT, NJ 07738 DIRECTOR OF MARKETING START 7/31/2011 PROVIDE MARKETING TO TFS REPS AS WELL AS ASSISTANCE WITHPRODUCTS - PAID A PERCENTAGE BASED ON WORK DONE.

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

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".

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR

New Jersey
(10/2/2024)

New Jersey
(2/4/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 5/14/2009

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/8/2003

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

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

SEC notice filing (8 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 (7/3/2025)

FORM ADV PART 2A (7/3/2025)

Regulatory assets under management

Total Number of Accounts	674
AUM (Assets Under Management)	$ 187,121,015

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.

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Tara J. Recupido

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tara Jean Recupido's CRS (Customer Relationship Summary).

Certified licenses

Experience

NEW HORIZONS WEALTH MANAGEMENT

WORLD INVESTMENTS, LLC

WORLD INVESTMENTS, LLC

Primary Firm SEC Registration

NEW HORIZONS WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 66

Date: 5/14/2009

SIE

Date: 10/1/2018

Series 7

Date: 10/8/2003

FINRA

Current Firm

NEW HORIZONS WEALTH MANAGEMENT

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

NEW HORIZONS WEALTH MANAGEMENT

TRUST BUT VERIFY

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