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CG

Corina M. Gutman

Some features on this profile are disabled
CRD#: 1472845
CG

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Corina Marcela Gutman, CFP®, who also goes by Corina Marcela Caruso, Corina Marcela Deangeli, Corina Marcela Lambright, was a registered financial professional .

Corina is a previously registered financial professional and started their career in finance in 1986. Corina had 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"?
No

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

September 29, 2023 - January 14, 2026

LAKERIDGE WEALTH MANAGEMENT LLC

RIA
CRD#: 314071
ALBUQUERQUE, NM
Past

November 11, 2014 - August 25, 2023

MML INVESTORS SERVICES, LLC

BD
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.

BD
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

BD
CRD#: 680
NEWARK, NJ
Past

December 6, 1989 - April 29, 2004

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, NJ
Past

March 12, 1986 - November 24, 1989

FORESTERS FINANCIAL SERVICES, INC.

BD
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".
LW
LAKERIDGE WEALTH MANAGEMENT LLC
DOCTOR'S FINANCIAL RESOURCE | NMS WEALTH MANAGEMENT | MBA FINANCIAL SERVICES | LAKERIDGE WEALTH MANAGEMENT LLC | LAKERIDGE WEALTH MANAGEMENT LL | FINANCIAL SOLUTIONS PLANNING AND INVESTMENTS

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.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 7/15/1997
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 3/14/1986
Uniform Securities Agent 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: 12/10/1997
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 3/11/1986
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 51
Date: 8/25/2006
Municipal Fund Securities Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 3/22/1999
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 26
Date: 1/26/1988
Investment Company Products/Variable Contracts Principal Examination

Current Firm

LW
LAKERIDGE WEALTH MANAGEMENT LLC
DOCTOR'S FINANCIAL RESOURCE | NMS WEALTH MANAGEMENT | MBA FINANCIAL SERVICES | LAKERIDGE WEALTH MANAGEMENT LLC | LAKERIDGE WEALTH MANAGEMENT LL | FINANCIAL SOLUTIONS PLANNING AND INVESTMENTS

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
21

SEC notice filing (25 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts2,542
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.

Company Information

LAKERIDGE WEALTH MANAGEMENT LLC

CRD#: 314071

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