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Philippe Robert Oertle

CW ADVISORS
TORRANCE, CA
·CRD# 5192671·20 years experience

Professional Summary

Philippe Robert Oertle, who also goes by Philippe Oertle, is a registered financial advisor currently at CW ADVISORS, LLC located in Torrance, California. Philippe is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Philippe has worked at 5 firms and has passed the Series 66 and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Philippe Oertle

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

20 years in the financial services industry

Current & Past Employments

CW ADVISORS, LLC·CRD# 310873
RIA
2601 Airport Drive Suite 375, Torrance, CA 90505
June 1, 2026 - Present
CATALINA CAPITAL GROUP, LLC·CRD# 172556
RIA
Torrance, CA
July 11, 2016 - June 10, 2026
FIRST FOUNDATION ADVISORS·CRD# 106075
RIA
Pasadena, CA
March 27, 2013 - July 11, 2016
CITIGROUP GLOBAL MARKETS INC.·CRD# 7059
RIA
Los Angeles, CA
May 29, 2007 - August 9, 2012
CITIGROUP GLOBAL MARKETS INC.·CRD# 7059
BD
Los Angeles, CA
May 29, 2007 - August 9, 2012
CITICORP INVESTMENT SERVICES·CRD# 23988
RIA
Los Angeles, CA
February 2, 2007 - May 29, 2007
CITICORP INVESTMENT SERVICES·CRD# 23988
BD
Los Angeles, CA
October 26, 2006 - May 29, 2007

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Current Firm

CA
CW ADVISORS, LLC

CONGRESS WEALTH MANAGEMENT LLC | CW ADVISORS, LLC

CRD#: 310873 / SEC#: 801-119667
RIA
Registered Investment Advisory firm - SEC (10/21/2020 Approved)

Contact Information

Main Address

155 Seaport Blvd 3rd Floor, Boston, MA 02210

Phone Number

(617) 428-7600

# of Employees

152

SEC notice filing (51 States and Territories)

Registered to provide investment advisory services in 51 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CW ADVISORS ADV PART 2A (10/9/2026)

Regulatory Assets Under Management

Total Number of Accounts

23,756

AUM (Assets Under Management)

$15,224,527,279

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
07/22/2026Cover PageReport
10/23/2025Cover PageReport
07/02/2024Cover PageReport

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

CITY OF LA CANADA FLINTRIDGE PARKS AND RECREATION COMMISSION; COMMISSIONER; INVESTMENT RELATED: NO; ONE CIVIC CENTER DRIVE, LA CANADA FLINTRIDGE, CA 91011; THE PARKS AND RECREATION COMMISSION WORKS WITH LOCAL SCHOOLS, PRIVATE AND NON-PROFIT SERVICE PROVIDERS TO ENSURE THAT EXISTING RECREATIONAL SERVICES AND FACILITIES ARE MADE AVAILABLE AND ARE COORDINATED IN ORDER TO MAXIMIZE THEIR USE.; DUTIES: ADVISE THE CITY COUNCIL AND CITY MANAGER ON MATTERS RELATED TO THE PARKS AND RECREATION AS PRESCRIBED BY THE CITY'S ORDINANCES. FOCUS ATTENTION ON SPECIFIC ISSUES AND PROBLEMS AND RECOMMEND ACTIONS AND ALTERNATIVES FOR CITY COUNCIL CONSIDERATION.; 2019-06-10; HOURS DEVOTED TO BUSINESS OUTSIDE TRADING HOURS: 2; PERCENTAGE OF TOTAL YEARLY COMPENSATION EXPECTED TO BE DERIVED FROM THE BUSINESS: 0.125;

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CA
CW ADVISORS, LLC

CONGRESS WEALTH MANAGEMENT LLC | CW ADVISORS, LLC

CRD#: 310873 / SEC#: 801-119667
RIA
Registered Investment Advisory firm - SEC (10/21/2020 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
California
(6/1/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Dec 2006About the Series 66 exam

Series 7 — General Securities Representative Examination

Passed Oct 2006About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Philippe Robert Oertle's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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