Connie Lee has been an investment adviser representative at Lakeridge Wealth Management since September 2025, and is not listed among the firm’s executive officers or direct owners.
Lakeridge Wealth Management LLC is a Mentor, OH firm with $805M under management, 1,139 clients and 12 advisers across 8 offices, as of its June 2026 filing.
- – present · 1 yearAlbuquerque, NM · Adviser representative · Firm CRD 314071
Investment adviser representative registrations
Connie Lee is registered as an investment adviser representative in New Mexico, since September 2025.
- New MexicoSince 10 September 2025
Examinations
No examinations are on Connie Lee’s record.
- Full name
- Connie Liu Lee
- CRD
- 8156598
- Firm
- Lakeridge Wealth Management · CRD 314071
- Office
- 5203 JUAN TABO BOULEVARD, Albuquerque, NM 87111
- Registration
- Investment adviser registration
- In the industry since
- September 2025
- Disciplinary history
- Not yet shown here · SEC record
Where does Connie Lee work?
Connie Lee is an investment adviser representative registered through Lakeridge Wealth Management LLC since September 2025, and is not listed among the firm’s executive officers or direct owners.
Is Connie Lee a financial advisor?
Yes. Connie Lee has a current investment-adviser registration in New Mexico, through Lakeridge Wealth Management since September 2025.
How many years of experience does Connie Lee have?
Connie Lee has 1 year in the financial industry, since September 2025, across 1 adviser firm.
Where is Connie Lee based?
Connie Lee’s registered office is in Albuquerque, NM.
Is Connie Lee registered with FINRA?
No. Connie Lee has no current broker registration.
How can I verify Connie Lee’s record?
Search CRD 8156598 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Connie Lee’s full registration record.
- Gabrielle MagdziarzChief Compliance Officer
- Travis FlandermeyerManaging Member / Principal
Brian DistlerManaging