Forrest Vicars

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-07-16
WA	RA	APPROVED	2025-06-09

Branch Locations

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

Organization	City	State	From	To
Edward Jones	St Louis	MO	11/2023	05/2025
Cintas	Everett	WA	10/2022	11/2023
Glowforge	Seattle	WA	09/2020	01/2023
Mount Baker Mining And Metals, Llc	Bellingham	WA	01/2017	04/2025
Home Depot	Bellingham	WA	05/2016	01/2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Monroe	WA	05/2025	Present
Western Washington University	Bellingham	WA	09/2015	06/2020
Winco Holdings Inc.	Bellingham	WA	05/2017	05/2017
Bank Of America, N.A.	Monroe	WA	06/2025	Present

11/2023 → 05/2025

Edward Jones

St Louis, MO
10/2022 → 11/2023

Cintas

Everett, WA
09/2020 → 01/2023

Glowforge

Seattle, WA
01/2017 → 04/2025

Mount Baker Mining And Metals, Llc

Bellingham, WA
05/2016 → 01/2017

Home Depot

Bellingham, WA
05/2025 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Monroe, WA
09/2015 → 06/2020

Western Washington University

Bellingham, WA
05/2017 → 05/2017

Winco Holdings Inc.

Bellingham, WA
06/2025 → Present

Bank Of America, N.A.

Monroe, WA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-01-10

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