Alexandra Forest has been an investment adviser representative at 44 North Capital since September 2023, and is not listed among the firm’s executive officers or direct owners.
44 North Capital, LLC is a Burlington, VT firm with $125M under management, 438 clients and 2 advisers across 2 offices, as of its August 2026 filing.
Alexandra Forest’s longest registration was 3 years at Merrill Lynch, Pierce, Fenner & Smith Incorporated (2020–2023). Before joining 44 North Capital in 2023, Alexandra Forest was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated and Kestra Advisory Services, LLC.
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 3 yearsBurlington, VT · Adviser representative · Firm CRD 7691
- Kestra Advisory Services, LLC– · 2 yearsSouth Burlington,, VT · Adviser representative · Firm CRD 283330
- NFP Advisor Services, LLC– · under a yearSouth Burlington, VT · Adviser representative · Firm CRD 42046
Investment adviser representative registrations
Alexandra Forest is registered as an investment adviser representative in 2 states. The first approvals date from September 2023; the most recent is Florida, in June 2026.
- FloridaSince 12 June 2026
- VermontSince 8 September 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 6 May 2016 |
| Series 7 | General Securities Representative Examination | 22 April 2015 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Alexandra Kaknes Forest
- CRD
- 6268230
- Firm
- 44 North Capital · CRD 327552
- Registration
- Investment adviser registration
- In the industry since
- October 2015
- Disciplinary history
- Not yet shown here · SEC record
Where does Alexandra Forest work?
Alexandra Forest is an investment adviser representative registered through 44 North Capital, LLC since September 2023, and is not listed among the firm’s executive officers or direct owners.
Is Alexandra Forest a financial advisor?
Yes. Alexandra Forest has a current investment-adviser registration in Florida and Vermont, through 44 North Capital since September 2023.
How many years of experience does Alexandra Forest have?
Alexandra Forest has 10 years in the financial industry, since October 2015, across 4 adviser firms.
What exams has Alexandra Forest passed?
Alexandra Forest has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in April 2015. FINRA credited Alexandra Forest with the SIE, which began in October 2018.
Where did Alexandra Forest work before 44 North Capital?
Before 44 North Capital, Alexandra Forest was registered through Kestra Advisory Services, LLC, May 2016 to November 2018; NFP Advisor Services, LLC, May 2016 to September 2016.
Is Alexandra Forest registered with FINRA?
No. Alexandra Forest has no current broker registration.
How can I verify Alexandra Forest’s record?
Search CRD 6268230 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Alexandra Forest’s full registration record.
