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Robert Earle Whitney

Polaris Investment Advisors, LLC

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About Robert Earle Whitney

Robert Whitney is a financial advisor with over 30 years of experience in the financial industry. Robert is a Chartered Financial Consultant and holds a Series 7, Series 63 and Series 66 license. Robert is currently registered as an Investment Advisor Representative with Polaris Investment Advisors, LLC in Framingham, MA. Previously, Robert was employed by Cetera Advisor Networks LLC and Walnut Street Securities, Inc. Robert specializes in providing financial planning, pension consulting, and portfolio management services for both individuals and businesses.

Firm Information

Robert Whitney is currently registered with Polaris Investment Advisors, LLC. Polaris Investment Advisors, LLC is an investment advisor registered with the SEC. It manages over $171 million in assets for clients, including high-net-worth individuals, corporations, charitable organizations, and pension plans. The firm offers a range of services, including financial planning, pension consulting, and portfolio management.

$171.49M

Assets Under Management

15

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Robert Whitney’s Registration & Firm History

MA

04/12/2023 - Present

Polaris Investment Advisors, LLC (Framingham MA)

MA

09/03/2013 - 12/14/2021

CETERA ADVISOR NETWORKS LLC (FRAMINGHAM MA)

MA

11/29/2007 - 09/03/2013

WALNUT STREET SECURITIES, INC. (FRAMINGHAM MA)

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Licenses & Designations

BOTH

Issued 07/19/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/26/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/11/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert Earle Whitney.
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