Robert Earle Whitney
Investment Adviser Representative at Polaris Investment Advisors, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Robert Earle Whitney is an investment adviser representative with Polaris Investment Advisors, LLC in Framingham, MA, where they have been registered since 2023. They have worked in the securities industry since 2007 and have been registered with 3 firms, including Polaris Advisors, LLC and Cetera Advisor Networks LLC. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Massachusetts.
Registrations & licenses
- Investment adviser:
- Massachusetts
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Whitney & GORE FinancialJan 1984 – no end date reportedFramingham, MA
- Cetera Advisor Networks LLCSep 2013 – Dec 2021El Segundo, CA
- Polaris Advisors, LLCDec 2021 – Apr 2023Framingham, MA
- Polaris Investment Advisors, LLCApr 2023 – no end date reportedFramingham, MA
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Polaris Investment Advisors, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Goal Planning, Retirement Planning, Retirement Income Planning, Tax Planning, Estate Planning, Legacy Planning, Portfolio Management, and Risk Management.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 2
- Offices listed on AdvisorFinder:
- 2
- Main office:
- Framingham, MA
- SEC file number:
- 801-127125
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of January 30, 2026
View full firm profileOther advisors at Polaris Investment Advisors, LLC
1 other advisor in the directory
View Polaris Investment Advisors, LLC firm profileSimilar advisors in Framingham, MA
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Robert Earle Whitney has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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