Corina M. Gutman

LAKERIDGE WEALTH MANAGEMENT LLC

ALBUQUERQUE, NM 87111

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CRD#: 1472845

Professional summary

Corina Marcela Gutman, CFP®, who also goes by Corina Marcela Caruso, Corina Marcela Deangeli, Corina Marcela Lambright, is a registered financial advisor currently at LAKERIDGE WEALTH MANAGEMENT LLC located in Albuquerque, New Mexico.

Corina is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Corina has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 51, Series 24 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Corina Marcela Caruso | Corina Marcela Deangeli | Corina Marcela Lambright

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) Crianza USA LLC, 7505 Euclid Avenue NE, Albuquerque, NM 87110, Not Investment Related, Owner, Owner of a publishing house for the purpose of publishing books for the English-speaking public, 02/19/2008, 10 hours a month.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Corina Marcela Gutman'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®

CFP^®

Certified Financial Planner

Start date: 2002

Experience

Current

September 29, 2023 - Present

LAKERIDGE WEALTH MANAGEMENT LLC

Office #1: 5203 Juan Tabo Boulervard Suite 2c, Albuquerque, NM 87111

RIA

CRD#: 314071

ALBUQUERQUE, NM

Past

November 11, 2014 - August 25, 2023

MML INVESTORS SERVICES, LLC

CRD#: 10409

ALBUQUERQUE, NM

Past

June 7, 2013 - October 6, 2023

SIGNATURE RESOURCES CAPITAL MANAGEMENT, LLC

RIA

CRD#: 144069

ALBUQUERQUE, NM

Past

June 25, 2004 - May 16, 2013

SIGNATOR INVESTORS, INC.

RIA

CRD#: 468

ALBUQUERQUE, NM

Past

May 7, 2004 - November 10, 2014

SIGNATOR INVESTORS, INC.

CRD#: 468

ALBUQUERQUE, NM

Past

June 19, 1998 - April 29, 2004

PRUCO SECURITIES, LLC.

RIA

CRD#: 5685

ALBUQUERQUE, NM

Past

December 6, 1989 - December 10, 1993

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

CRD#: 680

NEWARK, NJ

Past

December 6, 1989 - April 29, 2004

PRUCO SECURITIES, LLC.

CRD#: 5685

NEWARK, NJ

Past

March 12, 1986 - November 24, 1989

FORESTERS FINANCIAL SERVICES, INC.

CRD#: 305

EDISON, 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".

LAKERIDGE WEALTH MANAGEMENT LLC

CRD#: 314071 / SEC#: 801-121373

RIA

Registered Investment Advisory firm - (6/2/2021 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 Mexico
(9/29/2023)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/15/1997

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/14/1986

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/10/1997

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 3/11/1986

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 51

Date: 8/25/2006

Municipal Fund Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 3/22/1999

General Securities Principal Examination

Principal/Supervisory Exam

Series 26

Date: 1/26/1988

Investment Company Products/Variable Contracts Principal Examination

Current Firm

LAKERIDGE WEALTH MANAGEMENT LLC

CRD#: 314071 / SEC#: 801-121373

RIA

Registered Investment Advisory firm - (6/2/2021 Approved)

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Contact information

Main Address

7470 Center St, Mentor, OH 44060

Mailing Address

Phone number

(440) 510-1901

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (25 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

LAKERIDGE DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (10/14/2025)

Regulatory assets under management

Total Number of Accounts	2,542
AUM (Assets Under Management)	$ 700,523,160

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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Advisor Monitoring

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Corina M. Gutman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Corina Marcela Gutman's CRS (Customer Relationship Summary).

Certified licenses

Experience

MML INVESTORS SERVICES, LLC

SIGNATURE RESOURCES CAPITAL MANAGEMENT, LLC

SIGNATOR INVESTORS, INC.

SIGNATOR INVESTORS, INC.

PRUCO SECURITIES, LLC.

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

PRUCO SECURITIES, LLC.

FORESTERS FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

LAKERIDGE WEALTH MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/15/1997

Series 63

Date: 3/14/1986

SIE

Date: 10/1/2018

Series 7

Date: 12/10/1997

Series 6

Date: 3/11/1986

Series 51

Date: 8/25/2006

Series 24

Date: 3/22/1999

Series 26

Date: 1/26/1988

Current Firm

LAKERIDGE WEALTH MANAGEMENT LLC

Contact information

SEC notice filing (25 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LAKERIDGE WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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