PHILIP CARL SHAFFER is an investment adviser representative (IAR) with state registration records since 2001, appearing at 5 firms. Currently registered with ONEASCENT FAMILY OFFICE LLC.
| Firm | From | To | Current |
|---|---|---|---|
| ONEASCENT FAMILY OFFICE LLC | 2024-05-02 | present | Yes |
| HAMILTON CAPITAL, LLC | 2018-11-27 | 2024-05-01 | — |
| HALITE PARTNERS, LLC | 2017-08-04 | 2018-12-31 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 2009-06-01 | 2017-06-27 | — |
| CITIGROUP GLOBAL MARKETS INC. | 2001-02-20 | 2009-06-01 | — |