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Noah B Lifgren

Monte Financial Group, LLC

Guilford, CT

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Current Employers
Monte Financial Group, Llc

30 Long Hill Road, Guilford, CT 06437 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-01-17
CT RA APPROVED 2024-10-25
  • MA RA
    APPROVED
    Since 2025-01-17
  • CT RA
    APPROVED
    Since 2024-10-25

Branch Locations

30 Long Hill Road, Guilford, CT 06437 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Monte Financial Group Guilford CT 07/2024 Present
Cooperstown Middle And High School Cooperstown NY 09/2013 06/2019
Bentley University Waltham MA 09/2019 05/2024
  • 07/2024 → Present
    Monte Financial Group
    Guilford, CT
  • 09/2013 → 06/2019
    Cooperstown Middle And High School
    Cooperstown, NY
  • 09/2019 → 05/2024
    Bentley University
    Waltham, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-10-25
  • S65 Uniform Investment Adviser Law Examination
    2024-10-25
Other Names
  • Noah Brewster Lifgren

View on SEC IAPD

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