Philip Messuri has been an investment adviser representative at Lakeridge Wealth Management since January 2022, 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.
Philip Messuri’s longest registration was 19 years at Cetera Advisor Networks LLC (2003–2022). Before joining Lakeridge Wealth Management in 2022, Philip Messuri was registered through Cetera Advisor Networks LLC and National Planning Corporation ("NPC of America" in FL & NY).
- – present · 5 yearsAlbuquerque, NM · Adviser representative · Firm CRD 314071
- Cetera Advisor Networks LLC– · 19 yearsAlbuquerque, NM · Adviser representative · Firm CRD 13572
- National Planning Corporation ("NPC of America" in FL & NY)– · 4 yearsAlbuquerque, NM · Adviser representative · Firm CRD 29604
Investment adviser representative registrations
Philip Messuri is registered as an investment adviser representative in New Mexico, since January 2022.
- New MexicoSince 19 January 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 18 March 2002 |
| Series 63 | Uniform Securities Agent State Law Examination | 19 March 1996 |
| Series 65 | Uniform Investment Adviser Law Examination | 12 March 1996 |
| Series 7 | General Securities Representative Examination | 1 March 1996 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Full name
- Philip Joseph Messuri
- CRD
- 2701121
- Firm
- Lakeridge Wealth Management · CRD 314071
- Office
- 6100 Uptown Blvd NE, Suite 610C, Albuquerque, NM 87110
- Registration
- Investment adviser and broker registrations
- In the industry since
- March 1996
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Philip Messuri work?
Philip Messuri is an investment adviser representative registered through Lakeridge Wealth Management LLC since January 2022, and is not listed among the firm’s executive officers or direct owners.
Is Philip Messuri a financial advisor?
Yes. Philip Messuri has a current investment-adviser registration in New Mexico, through Lakeridge Wealth Management since January 2022.
How many years of experience does Philip Messuri have?
Philip Messuri has 30 years in the financial industry, since March 1996, across 3 adviser firms.
What exams has Philip Messuri passed?
Philip Messuri has passed 4 licensing exams: the Series 7, Series 65, Series 63 and Series 24. The earliest, the Series 7, was passed in March 1996. FINRA credited Philip Messuri with the SIE, which began in October 2018.
Where did Philip Messuri work before Lakeridge Wealth Management?
Before Lakeridge Wealth Management, Philip Messuri was registered through National Planning Corporation ("NPC of America" in FL & NY), January 1999 to February 2003.
Where is Philip Messuri based?
Philip Messuri’s registered office is in Albuquerque, NM.
Is Philip Messuri registered with FINRA?
Yes. Philip Messuri has a current broker registration, under CRD 2701121.
Source: FINRA BrokerCheck
How can I verify Philip Messuri’s record?
Search CRD 2701121 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Philip Messuri’s full registration record.
- Gabrielle MagdziarzChief Compliance Officer
- Travis FlandermeyerManaging Member / Principal
Brian DistlerManaging