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Noah C. Leftridge

STONEBRIDGE FINANCIAL GROUP
York, PA 17401
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CRD#: 7822613
NL

Professional summary


Noah Christopher Leftridge, who also goes by Noah Leftridge, is a registered financial advisor currently at STONEBRIDGE FINANCIAL GROUP, LLC located in York, Pennsylvania.

Noah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Noah has worked at 2 firms and has passed the Series 65 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Noah Leftridge

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The name of the other business is emc CPAs, LLC. This business is not investment related. It is located at 221 W. Philadelphia St, Suite 201, York, PA 17401. It is a public accounting firm that engages in the preparation of income tax returns. My position is client service associate. This relationship started on September 16, 2025. I will devote roughly 15-20 hours a month to this business. Roughly 13-18 of these hours will be during securities trading hours. My duties involve reviewing client-provided documentation such as W-2s and 1099s and entering data into tax software.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Noah Christopher Leftridge's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

October 14, 2025 - Present

STONEBRIDGE FINANCIAL GROUP, LLC

Office #1: 221 W Philadelphia St Suite 201, York, PA 17401
RIA
CRD#: 327529
York, PA
Past

November 6, 2023 - September 15, 2025

COLLECTIVE FAMILY OFFICE, LLC

RIA
CRD#: 301274
YORK, PA

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SF
STONEBRIDGE FINANCIAL GROUP, LLC
AVIA WEALTH ADVISORS | WHITECLIFF WEALTH MANAGEMENT | STONEBRIDGE FINANCIAL GROUP, LLC | EMC WEALTH MANAGEMENT LLC

CRD#: 327529 / SEC#: 801-129034

RIA
Registered Investment Advisory firm - (11/8/2023 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Pennsylvania
(10/14/2025)

Exams


State Security Law Exam
IAR
Series 65
Date: 11/4/2023
Uniform Investment Adviser Law Examination

Current Firm


SF
STONEBRIDGE FINANCIAL GROUP, LLC
AVIA WEALTH ADVISORS | WHITECLIFF WEALTH MANAGEMENT | STONEBRIDGE FINANCIAL GROUP, LLC | EMC WEALTH MANAGEMENT LLC

CRD#: 327529 / SEC#: 801-129034

RIA
Registered Investment Advisory firm - (11/8/2023 Approved)
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Contact information


Main Address
602 North Front Street, Wormleysburg, PA 17043
Mailing Address
Phone number
(717) 736-7007
Established
Firm type
Fiscal year end
# of Employees
26

SEC notice filing (21 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SFG WRAP BROCHURE (8/1/2025)

Regulatory assets under management


Total Number of Accounts4,021
AUM (Assets Under Management)$ 1,831,293,279

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


STONEBRIDGE FINANCIAL GROUP, LLC

CRD#: 327529York, PA 17401

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