Forrest Gilbert Chicoine
Investment adviser representative at Affinity Investment Group, LLC
12 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$595.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Affinity Investment Group, LLCMay 2026 to now
- Fiduciary Wealth PartnersJul 2024 to May 2026
- Svb Wealth LLCJun 2022 to Jun 2024
- Bank of NY MellonSep 2019 to Jun 2022
- Becc Co.Jun 2018 to Sep 2019
- Quinnipiac UniversityAug 2014 to Jun 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 3 states (MA, NH, TX).
Affinity Investment Group, LLC
$595.1MAssets managed
471Clients
4Advisers
24 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
- 7721531
- Firm CRD
- 117191