Unclaimed Profile

Philippe Robert Oertle

CATALINA CAPITAL GROUP, LLC·TORRANCE, California

Series 7, Series 66CFA19 years registeredCATALINA CAPITAL GROUP, LLC

2601 AIRPORT DRIVE, TORRANCE, CA 90505CRD# 5192671Firm CRD# 172556

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Philippe Robert Oertle · TORRANCE, CA

Registration

CRD #5192671 · CATALINA CAPITAL GROUP, LLC · 19 years registered

Brand Profile

Not yet started

Career History

CW ADVISORS, LLC

Jun 2026 – present

CATALINA CAPITAL GROUP, LLC

Jul 2016 – Jun 2026

TORRANCE, CA

FIRST FOUNDATION ADVISORS

Mar 2013 – Jul 2016

PASADENA, CA

CITIGROUP GLOBAL MARKETS INC.

May 2007 – Aug 2012

LOS ANGELES, CA

CITICORP INVESTMENT SERVICES

Feb 2007 – May 2007

LOS ANGELES, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · February 2, 2007

Years registered · 19

Professional designation · CFA

Disclosure History

2013Regulatory·Final

2012Employment Separation After Allegations

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

Firm Overview

Firm

CATALINA CAPITAL GROUP, LLC

CRD 172556 · SEC 801-110269

AUM

$630M

Regulatory assets under management

Employees

687 client accounts

Services offered by CATALINA CAPITAL GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at CATALINA CAPITAL GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Philippe Robert Oertle offer?

Philippe Robert Oertle specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in TORRANCE, California for a consultation.

What are Philippe Robert Oertle's credentials?

Philippe Robert Oertle holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Philippe Robert Oertle located?

Philippe Robert Oertle is based in TORRANCE, California, working with CATALINA CAPITAL GROUP, LLC. Their office serves clients in the TORRANCE metropolitan area and surrounding communities.

How does Philippe Robert Oertle charge for services?

Philippe Robert Oertle's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CATALINA CAPITAL GROUP, LLC?

CATALINA CAPITAL GROUP, LLC has approximately 3 employees and manages $630M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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