Tara Jean Recupido
Investment adviser representative at New Horizons Wealth Management
23 yearsExperience
1 stateRegistered in
$203.3MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
23 years in the industry.
- New Horizons Wealth ManagementJan 2024 to now
- Tfs Securities, Inc.May 2003 to now
- New Horizons Wealth ManagementOct 2003 to Dec 2023
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (NJ).
New Horizons Wealth Management
Legal name: Nhwm LLC
$203.3MAssets managed
228Clients
6Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4516375
- Firm CRD
- 328155