Noah B Lifgren
Investment adviser representative at Monte Financial Group, LLC
13 yearsExperience
2 statesRegistered in
$482.4MFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Monte Financial Group, LLCJul 2024 to now
- Bentley UniversitySep 2019 to May 2024
- Cooperstown Middle and High SchoolSep 2013 to Jun 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (CT, MA).
Monte Financial Group, LLC
$482.4MAssets managed
434Clients
6Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7976335
- Firm CRD
- 150119