George V. Young

ST. DENIS J. VILLERE & CO.

NEW ORLEANS, LA 70130-6308

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CRD#: 1316383

Professional summary

George Villere Young is a registered financial advisor currently at ST. DENIS J. VILLERE & CO., LLC located in New Orleans, Louisiana.

George is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. George has worked at 3 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view George Villere Young's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 16, 2006 - Present

ST. DENIS J. VILLERE & CO., LLC

Office #1: 601 Poydras Street Suite 1808, New Orleans, LA 70130-6308

RIA

CRD#: 105159

NEW ORLEANS, LA

Past

July 24, 1986 - January 17, 1995

ST. DENIS J. VILLERE & COMPANY

CRD#: 3678

NEW ORLEANS, LA

Past

December 18, 1984 - May 19, 1986

MORGAN KEEGAN & COMPANY, LLC

CRD#: 4161

MEMPHIS, TN

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".

ST. DENIS J. VILLERE & CO., LLC

ST. DENIS J. VILLERE & CO. | VILLERE ST DENIS J & CO | VALLERE ST DENIS J & CO | ST. DENIS J. VILLERE & COMPANY, L.L.C. | ST. DENIS J. VILLERE & CO., LLC

CRD#: 105159 / SEC#: 801-702

RIA

Registered Investment Advisory firm - (11/1/1940 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.

Highlighted states indicate IAR registrations

IAR

Louisiana
(5/9/2019)

IAR

Texas
(1/27/2022)

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

State Security Law Exam

IAR

Series 65

Date: 6/22/2015

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/19/1984

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 12/15/1984

General Securities Representative Examination

Current Firm

ST. DENIS J. VILLERE & CO., LLC

ST. DENIS J. VILLERE & CO. | VILLERE ST DENIS J & CO | VALLERE ST DENIS J & CO | ST. DENIS J. VILLERE & COMPANY, L.L.C. | ST. DENIS J. VILLERE & CO., LLC

CRD#: 105159 / SEC#: 801-702

RIA

Registered Investment Advisory firm - (11/1/1940 Approved)

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Contact information

Main Address

601 Poydras Street, Suite 1808, New Orleans, LA 70130-6308

Mailing Address

Phone number

(504) 525-0808

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ST. DENIS J. VILLERE & CO., LLC (3/21/2025)

Regulatory assets under management

Total Number of Accounts	540
AUM (Assets Under Management)	$ 1,530,903,536

Red Flags

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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George V. Young

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view George Villere Young's CRS (Customer Relationship Summary).

Certified licenses

Experience

ST. DENIS J. VILLERE & CO., LLC

ST. DENIS J. VILLERE & COMPANY

MORGAN KEEGAN & COMPANY, LLC

Primary Firm SEC Registration

ST. DENIS J. VILLERE & CO., LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/22/2015

Series 63

Date: 12/19/1984

Series 7

Date: 12/15/1984

Current Firm

ST. DENIS J. VILLERE & CO., LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ST. DENIS J. VILLERE & CO., LLC

TRUST BUT VERIFY

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