Shae Saxton has been an investment adviser representative at Lakeridge Wealth Management since January 2024, 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 · 2 yearsAlbuquerque, NM · Adviser representative · Firm CRD 314071
Investment adviser representative registrations
Shae Saxton is registered as an investment adviser representative in 2 states. Each was approved in January 2024.
- New MexicoSince 31 January 2024
- TexasSince 31 January 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 21 February 2023 |
| Series 7TO | General Securities Representative Examination | 27 January 2023 |
| SIE | Securities Industry Essentials Examination | 20 January 2023 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Shae Robert Saxton
- CRD
- 7408424
- Firm
- Lakeridge Wealth Management · CRD 314071
- Office
- 5203 Juan Tabo Boulevard, Albuquerque, NM 87111
- Registration
- Investment adviser and broker registrations
- In the industry since
- February 2023
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Shae Saxton work?
Shae Saxton is an investment adviser representative registered through Lakeridge Wealth Management LLC since January 2024, and is not listed among the firm’s executive officers or direct owners.
Is Shae Saxton a financial advisor?
Yes. Shae Saxton has a current investment-adviser registration in New Mexico and Texas, through Lakeridge Wealth Management since January 2024.
How many years of experience does Shae Saxton have?
Shae Saxton has 3 years in the financial industry, since February 2023, across 1 adviser firm.
What exams has Shae Saxton passed?
Shae Saxton has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in January 2023.
Where is Shae Saxton based?
Shae Saxton’s registered office is in Albuquerque, NM.
Is Shae Saxton registered with FINRA?
Yes. Shae Saxton has a current broker registration, under CRD 7408424.
Source: FINRA BrokerCheck
How can I verify Shae Saxton’s record?
Search CRD 7408424 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Shae Saxton’s full registration record.
- Gabrielle MagdziarzChief Compliance Officer
- Travis FlandermeyerManaging Member / Principal
Brian DistlerManaging