Michael Gore has been Managing Member and Chief Compliance Officer of Polaris Investment Advisors since November 2022, is a control person of the firm and directly owns 75% or more of it. Michael Gore holds a BA in Accounting from Boston College.
Polaris Investment Advisors, LLC is a Framingham, MA firm with $217M under management, 138 clients and 2 advisers across 2 offices, as of its January 2026 filing.
Michael Gore is founder and Principal of Polaris Investment Advisors, LLC, with over 30 years of experience. He works with high net worth individuals, retirees and pre-retirees on financial advice and income tax planning. He has advised clients on stock options and compensation planning, structure of businesses, tax minimization and estate planning.
Michael Gore’s longest registration was 5 years at Cetera Advisor Networks LLC (2016–2021). Before joining Polaris Investment Advisors in 2023, Michael Gore was registered through Polaris Advisors, LLC and Cetera Advisor Networks LLC.
- – present · 3 yearsFramingham, MA · Adviser representative · Firm CRD 324093
- Polaris Advisors, LLC– · 1 yearFramingham, MA · Adviser representative · Firm CRD 127217
- Cetera Advisor Networks LLC– · 5 yearsFramingham, MA · Adviser representative · Firm CRD 13572
Professional designations
Listed by Polaris Investment Advisors
- Certified Public Accountant (CPA)
- Personal Financial Specialist (PFS)
Investment adviser representative registrations
Michael Gore is registered as an investment adviser representative in 2 states. The first approvals date from April 2023; the most recent is Texas, in December 2023.
- New HampshireSince 5 April 2023
- TexasSince 26 December 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 22 July 2008 |
| Series 7 | General Securities Representative Examination | 4 June 2008 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 3 June 1999 |
| Series 63 | Uniform Securities Agent State Law Examination | 5 November 1998 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Michael Patrick Gore
- CRD
- 3181476
- Firm
- Polaris Investment Advisors · CRD 324093
- Role
- Managing Member and Chief Compliance Officer
- Office
- 615 CONCORD STREET, SUITE 5, Framingham, MA 01702
- Registration
- Investment adviser registration
- In the industry since
- August 1999
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- polarisadv.com
Where does Michael Gore work?
Michael Gore has been Managing Member and Chief Compliance Officer of Polaris Investment Advisors, LLC since November 2022, and is a control person of the firm.
Is Michael Gore a financial advisor?
Yes. Michael Gore has a current investment-adviser registration in New Hampshire and Texas, through Polaris Investment Advisors since April 2023.
How many years of experience does Michael Gore have?
Michael Gore has 27 years in the financial industry, since August 1999, across 3 adviser firms.
What exams has Michael Gore passed?
Michael Gore has passed 4 licensing exams: the Series 63, Series 6, Series 7 and Series 66. The earliest, the Series 63, was passed in November 1998. FINRA credited Michael Gore with the SIE, which began in October 2018.
Where did Michael Gore work before Polaris Investment Advisors?
Before Polaris Investment Advisors, Michael Gore was registered through Cetera Advisor Networks LLC, February 2016 to December 2021.
Where is Michael Gore based?
Michael Gore’s registered office is in Framingham, MA.
Is Michael Gore registered with FINRA?
No. Michael Gore has no current broker registration.
How can I verify Michael Gore’s record?
Search CRD 3181476 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michael Gore’s full registration record.