# PHILIPPE ROBERT OERTLE

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.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CW ADVISORS, LLC](https://search.stillhousedata.com/firm/310873) | 2026-06-01 | present | Yes |
| [CATALINA CAPITAL GROUP, LLC](https://search.stillhousedata.com/firm/172556) | 2016-07-11 | 2026-06-10 | — |
| [FIRST FOUNDATION ADVISORS](https://search.stillhousedata.com/firm/106075) | 2013-03-27 | 2016-07-11 | — |
| [CITIGROUP GLOBAL MARKETS INC.](https://search.stillhousedata.com/firm/7059) | 2007-05-29 | 2012-08-09 | — |
| [CITICORP INVESTMENT SERVICES](https://search.stillhousedata.com/firm/23988) | 2007-02-02 | 2007-05-29 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5192671)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5192671.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.