DA
Danica P. Ansardi
CETERA INVESTMENT ADVISERS LLC
BELLE CHASSE, LA 70037
Some features on this profile are disabled
CRD#: 1934962
DA
Professional summary
Danica Petrovich Ansardi, AIF®, ChFC®, CLU®, who also goes by Danica Ann Petrovich, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Belle Chasse, Louisiana and CETERA WEALTH SERVICES, LLC located in Belle Chasse, Louisiana.
Danica is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1992. Danica has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Danica Ann Petrovich
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.
1.(DBA) THE ANSARDI GROUP, LLC; INVS RELATED; 8611 HWY 23, SUITE 1C, BELLE CHASSE, LA 70037; FINANCIAL SERVICES; OWNER, STARTED 08/2020; 160 HOURS PER MONTH; REBRANDED NAME OF ANSARDI FINANCIAL SERVICES, LLC 2.ANSARDI FINANCIAL SERVICES; INVS RELATED; 8611 HWY 23, SUITE 1-C, BELLE CHASSE, LA 70037; INSURANCE; OWNER ; START DATE 01/2000; 30 HOURS PER MONTH, DURING TRADING HOURS; FINANCIAL PLANNING WITH INVESTMENT AND INSURANCE SALES. 3.DU-TEX, INC; NON-INVS RELATED; 30662 HIGHWAY 23, BURAS LA 70041; OYSTER FISHING; OFFICER, REPRESENTATIVE OF COMPANY; STARTED 08/1987; REPRESENTATIVE OF THE COMPANY IN PARENTS ABSENCE. 4.WESTBANK INDUSTRIAL ASSOCIATION; NON-INVS RELATED; MARRERO, LA 70058; ECONOMIC GROWTH; BOARD MEMBER - VICE PRESIDENT; START DATE 01/2023; 7 HOURS PER MONTH WITH 4 DURING TRADING HOURS; RESPONSIBLE FOR OBTAINING SPEAKERS AT THE MONTHLY MEMBERSHIP MEETINGS AS WELL AS TO PRESIDE OVER MEETINGS IN THE ABSENCE OF BOTH THE PRESIDENT AND THE EXECUTIVE VICE-PRESIDENT. 5.WEST JEFFERSON MEDICAL CENTER FOUNDATION; NON-INVS RELATED; 1101 MEDICAL CENTER BLVD, MARRERO LA 70047; HOSPITAL FOUNDATION; IMMEDIATE PAST PRESIDENT.5 HOURS PER MONTH WITH 3 HOURS DURING TRADING HOURS; A CHARITABLE SUPPORT ORGANIZATION, MY ROLE IS TO IDENTIFY AND PROMOTE THE FOUNDATION TO CONSTITUENTS, 6. KP OYSTERS, I, LLC; KP OYSTERS II, LLC; AND PETROVICH OYSTERS, LLC; NON-INVS RELATED; 30382 HWY 23 BURAS, LA 70041; OTHER - OYSTER CULTIVATOR; PRESIDENT; STRATED 04/2022; 4 HOURS PER MONTH, 1 DURING TRADING HOURS; EQUAL DECISION MAKER - MY PARENTS HAVE BEEN IN THE OYSTER BUSINESS FOR 65 YEARS AND THEY ARE GIFTING THE OYSTER LEASES TO MY TWO SIBLINGS AND ME. 7. MAE PENELOPE INTOVETRO TRUST; INVS RELATED; BELLE CHASSE, LA; OTHER; TRUSTEE; STARTED 04/2022; NO HOURS PER MONTH; TRUST TO BENEFIT MY GRANDCHILD. 8. STELLA RAY TESVICH INVITRO TRUST; INVS RELATED; BELLE CHASSE, LA; OTHER; TRUSTEE; STARTED 04/2022; NO HOURS PER MONTH; TRUST TO BENEFIT MY GRANDCHILD. 9. JONAH TESVICH INTROVITRO TRUST; INVS RELATED,BELLE CHASSE, LA; OTHER; TRUSTEE; STARTED 04/2022; NO HOURS PER MONTH; TRUST TO BENEFIT MY GRANDCHILD. 10. CATHOLIC COMMUNITY FOUNDATION; NON-INVESTMENT RELATED; 3330 N CAUSEWAY BLVD #361, METAIRIE, LA 70002; OTHER; PROFESSIONAL ADVISOR COUNCIL (PAC) MEMBER; STARTED 04/2023; 1 HOUR PER MONTH, DURING TRADING HOURS, FINANCIAL MANAGEMENT, MEMBERS ARE SUPPORTED WITH PHILANTHROPIC EXPERTISE AND RESOURCES. 11. POA; INVS RELATED; BURAS, LA; OTHER; POWER OF ATTORNEY (POA); START DATE 06/2023; NO HOURS PER MONTH; I HOLD DURABLE POWER OF ATTORNEY FOR MY PARENTS. 12. THE ELISE JOAN ANSARDI INTER VIVOS TRUST; NON-INVESTMENT RELATED; BELLE CHASSE, LA; OTHER; TRUSTEE; START DATE 11/2023; ONE HOUR OR LESS PER MONTH; TRUSTEE FOR MY GRANDCHILD'S TRUST. 13. WESTBANK BUSINESS & INDUSTRIAL ASSOCIATION, NOT INVS RELATED, WESTBANK EXPRESSWAY, MARRERO, LA 70072, ASSOCIATION, STARTED: 01/2025, PRESIDENT, APX NUMBER OF HOURS PER WEEK: 5, DURING TRADING HOURS, EXERCISE GENERAL SUPERVISION AND ADMINISTRATION OVER AFFAIRS, PRESIDE AT ALL MEETINGS; 14.ROTARY CLUB OF BELLE CHASSE FOUNDATION, NOT INVS RELATED, HWY 23, BELLE CHASSE, LA 70037, NON-PROFIT, STARTED: 04/2025, MEMBER, APX NUMBER OF HOURS PER WEEK: 1, DURING TRADING HOURS, GUIDANCE ON PHILANTHROPY DONATIONS 15.NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES, INVS RELATED, SAME AS REGISTERED LOCATION, FIXED INSURANCE,STARTED 07/1988, APX NUMBER OF HOURS PER WEEK: 1, DURING TRADING HOURS, INSURANCE AGENT, SALES OF FIXED INSURANCE PRODUCTS; 16. NAME OF OTHER BUSINESS: THE PLAYFUL PELICAN; INVESTMENT RELATED: NO; ADDRESS: 149 GREEN TRAILS DR, BELLE CHASSE, LA 70037; NATURE OF BUSINESS: BOARD; START DATE: 10/2025; TITLE: ADVISORY BOARD MEMBER; APX # OF HRS/WK & DUR TRD HRS: 1; DUTIES: ADVOCACY AT ESTABLISHING A CHILDREN'S MUSEUM IN THE LOCAL COMMUNITY;
CRS (Client Relationship Summary) - RIA
Click below to view Danica Petrovich Ansardi's 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®
Experience
Current
February 20, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 8611 Highway 23 Suite 1-c, Belle Chasse, LA 70037RIA
CRD#: 105644
BELLE CHASSE, LA
Current
February 20, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 8611 Highway 23 Suite 1-c, Belle Chasse, LA 70037BD
CRD#: 13572
Belle Chasse, LA
Past
September 26, 2005 - February 20, 2025
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
RIA
CRD#: 15708
Belle Chasse, LA
Past
February 13, 2001 - February 20, 2025
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
BD
CRD#: 15708
Belle Chasse, LA
Past
December 7, 1999 - February 15, 2001
TRANSAMERICA FINANCIAL ADVISORS, LLC
BD
CRD#: 16164
PHILADELPHIA, PA
Past
October 20, 1992 - December 7, 1999
WS GRIFFITH SECURITIES, INC.
BD
CRD#: 10410
HARTFORD, CT
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".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(2/20/2025)
RR
Arizona(2/20/2025)
RR
Arkansas(2/20/2025)
RR
California(2/20/2025)
RR
Colorado(2/20/2025)
RR
Connecticut(6/20/2025)
RR
Delaware(8/20/2025)
RR
District of Columbia(8/20/2025)
RR
Florida(2/20/2025)
RR
Georgia(2/20/2025)
RR
Illinois(2/20/2025)
RR
Louisiana(2/20/2025)
IAR
Louisiana(2/20/2025)
RR
Maryland(2/20/2025)
RR
Michigan(2/20/2025)
RR
Mississippi(2/20/2025)
RR
Missouri(2/20/2025)
RR
Montana(2/20/2025)
RR
Nevada(2/20/2025)
RR
New Hampshire(6/5/2025)
RR
New Jersey(2/20/2025)
RR
New Mexico(2/20/2025)
RR
New York(2/20/2025)
RR
North Carolina(2/20/2025)
RR
Ohio(2/20/2025)
RR
Pennsylvania(2/20/2025)
RR
South Carolina(2/20/2025)
RR
Tennessee(2/20/2025)
RR
Texas(2/20/2025)
IAR
Texas(3/26/2025)
RR
Utah(2/20/2025)
RR
Washington(2/20/2025)
RR
West Virginia(2/20/2025)
RR
Wisconsin(2/20/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644Belle Chasse, LA 70037TRUST BUT VERIFY
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