Robert Whitney has been an investment adviser representative at Polaris Investment Advisors since April 2023, and is not listed among the firm’s executive officers or direct owners.
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.
Rob Whitney is an Advisor of Polaris Investment Advisors, LLC, with over 30 years of experience. He has an accounting degree and a computer background that includes the publication of numerous software programs. He has been a member of the National Association of Tax Practitioners, the National Association of Enrolled Agents and the Massachusetts Society of Enrolled Agents since 2001.
Robert Whitney’s longest registration was 5 years at Cetera Advisor Networks LLC (2016–2021). Before joining Polaris Investment Advisors in 2023, Robert Whitney 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
- Enrolled Agent (EA)
- ChFC
Investment adviser representative registrations
Robert Whitney is registered as an investment adviser representative in Massachusetts, since April 2023.
- MassachusettsSince 12 April 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 19 July 2008 |
| Series 63 | Uniform Securities Agent State Law Examination | 26 October 2007 |
| Series 7 | General Securities Representative Examination | 11 October 2007 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Robert Earle Whitney
- CRD
- 4296689
- Firm
- Polaris Investment Advisors · CRD 324093
- Office
- Framingham, MA
- Registration
- Investment adviser registration
- In the industry since
- December 2007
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- polarisadv.com
Where does Robert Whitney work?
Robert Whitney is an investment adviser representative registered through Polaris Investment Advisors, LLC since April 2023, and is not listed among the firm’s executive officers or direct owners.
Is Robert Whitney a financial advisor?
Yes. Robert Whitney has a current investment-adviser registration in Massachusetts, through Polaris Investment Advisors since April 2023.
How many years of experience does Robert Whitney have?
Robert Whitney has 18 years in the financial industry, since December 2007, across 3 adviser firms.
What exams has Robert Whitney passed?
Robert Whitney has passed 3 licensing exams: the Series 7, Series 63 and Series 66. The earliest, the Series 7, was passed in October 2007. FINRA credited Robert Whitney with the SIE, which began in October 2018.
Where did Robert Whitney work before Polaris Investment Advisors?
Before Polaris Investment Advisors, Robert Whitney was registered through Cetera Advisor Networks LLC, February 2016 to December 2021.
Where is Robert Whitney based?
Robert Whitney’s registered office is in Framingham, MA.
Is Robert Whitney registered with FINRA?
No. Robert Whitney has no current broker registration.
How can I verify Robert Whitney’s record?
Search CRD 4296689 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Robert Whitney’s full registration record.
