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Joseph P Okaly

NHWM LLC·CEDAR KNOLLS, New Jersey
SIE, Series 7, Series 24, Series 66CFPClean record18 years registeredNHWM LLC
240 CEDAR KNOLLS RD SUITE 306, CEDAR KNOLLS, NJ 07927CRD# 5377082Firm CRD# 328155

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Joseph P Okaly · CEDAR KNOLLS, NJ
Registration
CRD #5377082 · NHWM LLC · 18 years registered
Brand Profile
Not yet started
01

Career History

NEW HORIZONS WEALTH MANAGEMENT
Dec 2023 – present
WORLD ADVISORY SERVICES
Aug 2008 – Dec 2025
LINCROFT, NJ
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 66
Registration record
First registered · August 5, 2008
Years registered · 18
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
NHWM LLC
CRD 328155 · SEC 801-128979
AUM
$151M
Regulatory assets under management
Employees
10
614 client accounts
Services offered by NHWM 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 NHWM LLC →
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05

Frequently Asked Questions

What services does Joseph P Okaly offer?
Joseph P Okaly specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in CEDAR KNOLLS, New Jersey for a consultation.
What are Joseph P Okaly's credentials?
Joseph P Okaly holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Joseph P Okaly located?
Joseph P Okaly is based in CEDAR KNOLLS, New Jersey, working with NHWM LLC. Their office serves clients in the CEDAR KNOLLS metropolitan area and surrounding communities.
How does Joseph P Okaly charge for services?
Joseph P Okaly'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 NHWM LLC?
NHWM LLC has approximately 10 employees and manages $151M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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