Best Investors Account Sign in
Inactive

Nicholas Forgione

Allworth Financial, L.P.

Lynnfield, MA

Folsom, CA

Sachetta, LLC

Lynnfield, MA

Claim This Profile
Current Employers
Allworth Financial, L.P.

340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-08-11
  • MA RA
    APPROVED
    Since 2026-08-11

Branch Locations

600 Market Street Suite 684, Lynnfield, MA 01940 • United States

340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States

Sachetta, Llc

600 Market Street Suite 684, Lynnfield, MA 01940 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2024-01-18
  • MA RA
    APPROVED
    Since 2024-01-18

Branch Locations

600 Market Street Suite 684, Lynnfield, MA 01940 • 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
Sachetta, Llc Lynnfield MA 08/2022 07/2026
Ca Brandt Woburn MA 09/2021 08/2022
Forge Fitness Lynnfield MA 08/2020 12/2021
Achieve Fitness Somerville MA 01/2019 07/2020
Framingham State University Framingham MA 09/2018 12/2019
Fidelity Investments Boston MA 10/2016 08/2018
Stoneturn Boston MA 09/2016 10/2016
Unemployed Lynnfield MA 06/2016 09/2016
Allworth Financial Lynnfield MA 07/2026 Present
  • 08/2022 → 07/2026
    Sachetta, Llc
    Lynnfield, MA
  • 09/2021 → 08/2022
    Ca Brandt
    Woburn, MA
  • 08/2020 → 12/2021
    Forge Fitness
    Lynnfield, MA
  • 01/2019 → 07/2020
    Achieve Fitness
    Somerville, MA
  • 09/2018 → 12/2019
    Framingham State University
    Framingham, MA
  • 10/2016 → 08/2018
    Fidelity Investments
    Boston, MA
  • 09/2016 → 10/2016
    Stoneturn
    Boston, MA
  • 06/2016 → 09/2016
    Unemployed
    Lynnfield, MA
  • 07/2026 → Present
    Allworth Financial
    Lynnfield, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-01-05
  • S65 Uniform Investment Adviser Law Examination
    2024-01-05
Designations

View on SEC IAPD

More in Lynnfield, MA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor