Noah Lifgren has been an investment adviser representative at Monte Financial Group since October 2024, and is not listed among the firm’s executive officers or direct owners. Noah Lifgren holds a Bachelor of Science in Finance from Bentley University.
Monte Financial Group, LLC is a Guilford, CT firm with $482M under management, 434 clients and 7 advisers in one office, as of its March 2026 filing.
Noah B. Lifgren is a Research Associate of Monte Financial Group. He completes in-depth research and analysis to support the firm's equity portfolio monitoring process, develops automated analytics using the Advanced Bloomberg Query Language, and assists with trading responsibilities. He joined Monte Financial Group in July 2024.
- Monte Financial Group, LLCCurrent– present · 1 yearGuilford, CT · Adviser representative · Firm CRD 150119
Investment adviser representative registrations
Noah Lifgren is registered as an investment adviser representative in 2 states. The first approvals date from October 2024; the most recent is Massachusetts, in January 2025.
- ConnecticutSince 25 October 2024
- MassachusettsSince 17 January 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 25 October 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Noah B Lifgren
- CRD
- 7976335
- Firm
- Monte Financial Group · CRD 150119
- Office
- 30 Long Hill Road, Guilford, CT 06437
- Registration
- Investment adviser registration
- In the industry since
- October 2024
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- montefinancialgroup.com
Where does Noah Lifgren work?
Noah Lifgren is an investment adviser representative registered through Monte Financial Group, LLC since October 2024, and is not listed among the firm’s executive officers or direct owners.
Is Noah Lifgren a financial advisor?
Yes. Noah Lifgren has a current investment-adviser registration in Connecticut and Massachusetts, through Monte Financial Group since October 2024.
How many years of experience does Noah Lifgren have?
Noah Lifgren has 1 year in the financial industry, since October 2024, across 1 adviser firm.
What exams has Noah Lifgren passed?
Noah Lifgren passed the Series 65 in October 2024.
Where is Noah Lifgren based?
Noah Lifgren’s registered office is in Guilford, CT.
Is Noah Lifgren registered with FINRA?
No. Noah Lifgren has no current broker registration.
How can I verify Noah Lifgren’s record?
Search CRD 7976335 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Noah Lifgren’s full registration record.
