Michael Patrick Gore

Employer firm

Polaris Investment Advisors, LLC CRD 324093

$217M regulatory AUM 9 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2013 → 12/2021
  Cetera Advisor Networks Llc
  Framingham, MA
• 12/2021 → 04/2023
  Polaris Advisors, Llc
  Framingham, MA
• 01/1984 → Present
  Whitney & Gore Financial
  Framingham, MA
• 04/2023 → Present
  Polaris Investment Advisors, Llc
  Belmont, NH

Previous Registrations

• 2021-12-23 → 2023-05-31
  Polaris Advisors, Llc
  Framingham, MA
• 2016-02-11 → 2021-12-14
  Cetera Wealth Services, Llc
  Framingham, MA

Other Businesses

1. INDEPENDENT INSURANCE AGENT, NOT INVESTMENT RELATED (FIXED ANNUITIES), 1 SECURITIES TRADING HOURS WEEKLY, 0 NON SECURITIES TRADING HOURS WEEKLY, START DATE 10/2008; 2. CPA/PARTNER OF WHITNEY & GORE FINANCIAL SERVICES, NOT INVESTMENT RELATED 35 SECURITIES TRADING HOURS WEEKLY, 5 NON SECURITIES TRADING HOURS WEEKLY, START DATE 11/1997; 3. ANDERSON AND SONS AUTO, LLC, NOT INVESTMENT RELATED (BUDGET AND FINANCING ADVICE) 0 SECURITIES TRADING HOURS WEEKLY, 4 NON SECURITIES TRADING HOURS WEEKLY, START DATE 7/2026;

Exams

• S66 Uniform Combined State Law Examination
  2008-07-22
• S63 Uniform Securities Agent State Law Examination
  1998-11-05

Designations

• Personal Financial Specialist