Forrest G. Chicoine

AFFINITY INVESTMENT GROUP

NASHUA, NH 03063

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CRD#: 7721531

Professional summary

Forrest Gilbert Chicoine is a registered financial advisor currently at AFFINITY INVESTMENT GROUP, LLC located in Nashua, New Hampshire.

Forrest is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Forrest has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Forrest Gilbert Chicoine'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

May 15, 2026 - Present

AFFINITY INVESTMENT GROUP, LLC

Office #1: 20 Trafalgar Square, Nashua, NH 03063Office #2: 18 Hampton Road Unit 7, Exeter, NH 03833Office #3: 3 Executive Park Drive, Bedford, NH 03110Office #5: 800 Turnpike St #300 Jefferson Office Park, North Andover, MA 01845Office #6: 20 Foundry Street 2nd Floor, Concord, NH 03301

RIA

CRD#: 117191

NASHUA, NH

Past

September 16, 2024 - May 11, 2026

FIDUCIARY WEALTH PARTNERS, LLC

RIA

CRD#: 160696

NEWTON LOWER FALLS, MA

Past

September 27, 2023 - July 5, 2024

SVB WEALTH

RIA

CRD#: 172832

BOSTON, MA

Past

May 8, 2023 - August 18, 2023

SVB WEALTH

RIA

CRD#: 172832

BOSTON, MA

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".

AFFINITY INVESTMENT GROUP, LLC

CRD#: 117191 / SEC#: 801-61181

RIA

Registered Investment Advisory firm - (5/17/2002 Approved)

Maine

Registered Investment Advisory firm - (6/24/2002 Terminated)

Massachusetts

Registered Investment Advisory firm - (5/29/2002 Terminated)

New Hampshire

Registered Investment Advisory firm - (5/22/2002 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Massachusetts
(5/19/2026)

IAR

New Hampshire
(5/15/2026)

IAR

Texas
(5/15/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/8/2023

Uniform Investment Adviser Law Examination

Current Firm

AFFINITY INVESTMENT GROUP, LLC

CRD#: 117191 / SEC#: 801-61181

RIA

Registered Investment Advisory firm - (5/17/2002 Approved)

Maine

Registered Investment Advisory firm - (6/24/2002 Terminated)

Massachusetts

Registered Investment Advisory firm - (5/29/2002 Terminated)

New Hampshire

Registered Investment Advisory firm - (5/22/2002 Terminated)

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Contact information

Main Address

18 Hampton Road Unit 7, Exeter, NH 03833

Mailing Address

Phone number

(603) 778-6436

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE (3/13/2025)

Regulatory assets under management

Total Number of Accounts	1,550
AUM (Assets Under Management)	$ 515,273,568

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.

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Forrest G. Chicoine

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Forrest Gilbert Chicoine's CRS (Customer Relationship Summary).

Certified licenses

Experience

AFFINITY INVESTMENT GROUP, LLC

FIDUCIARY WEALTH PARTNERS, LLC

SVB WEALTH

SVB WEALTH

Primary Firm SEC Registration

AFFINITY INVESTMENT GROUP, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/8/2023

Current Firm

AFFINITY INVESTMENT GROUP, LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

AFFINITY INVESTMENT GROUP, LLC

TRUST BUT VERIFY

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