PHILIPPE ROBERT OERTLE is an investment adviser representative (IAR) with state registration records since 2007, appearing at 5 firms. Currently registered with CW ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CW ADVISORS, LLC | 2026-06-01 | present | Yes |
| CATALINA CAPITAL GROUP, LLC | 2016-07-11 | 2026-06-10 | — |
| FIRST FOUNDATION ADVISORS | 2013-03-27 | 2016-07-11 | — |
| CITIGROUP GLOBAL MARKETS INC. | 2007-05-29 | 2012-08-09 | — |
| CITICORP INVESTMENT SERVICES | 2007-02-02 | 2007-05-29 | — |