SV
Stdenis J. Villere
ST. DENIS J. VILLERE & CO.
New Orleans, LA 70130-6308
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CRD#: 2917584
SV
Professional summary
Stdenis Julien Villere III, who also goes by St. Denis Julien VIllere III, Sandy Villere, is a registered financial advisor currently at ST. DENIS J. VILLERE & CO., LLC located in New Orleans, Louisiana.
Stdenis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Stdenis has worked at 4 firms and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
St. Denis Julien Villere Iii | Sandy Villere
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) Mr. Villere is a member of the advisory board at Resource Bank, which is near New Orleans, LA. Mr. Villere's board membership began in April 2018, and his time commitment is confined to four board meetings per year, all of which occur during securities trading hours. Mr. Villere's duties include understanding what the bank is trying to accomplish so that if he has a client that was in need of a lending need, he could refer them to Resource Bank. His activities are potentially investment-related. This is a compensated position.(2) Mr. Villere is the manager of Acme Float Company, LLC, a non-investment-related company that is involved in providing children a Mardi Gras parade float. Acme Float Company, LLC is located at 1329 Jackson Avenue, New Orleans, LA 70130. Mr. Villere began as manager of the company in October 2015 and devotes less than one hour per year to this activity (this time does not occur during securities trading hours). Mr. Villere's duties are purely managerial in nature. (3) Mr. Villere is a member of the Eye, Ear, Nose, & Throat Hospital Investment Committee, an investment-related committee in the healthcare field that is located at 111 Veterans Boulevard, Suite 702, New Orleans, LA 70005. Mr. Villere's committee membership began in January 2014, and he devotes a half hour per month to this activity (this time does not occur during securities trading hours). Mr. Villere's duties relate to making investment decisions on behalf of the hospital. (4) Mr. Villere is a board member of Carrollton Booster Club, Inc., a youth sports organization that is located at P.O. Box 850106, New Orleans, LA 70185. Mr. Villere's board membership began in January 2016, and will serve as Chairman of the Board on December 8, 2017. His time commitment is confined to four board meetings per year, all of which occur during securities trading hours. Mr. Villere's activities are not investment-related. (5) Mr. Villere is the owner of a rental property located in Santa Rosa Beach, FL. Mr. Villere has rented out this property since January 2013, and he devotes 0.2 hours per month to this activity (0.1 of which occur during securities trading hours). Mr. Villere's duties are managerial in nature. This activity is not investment-related.
CRS (Client Relationship Summary) - RIA
Click below to view Stdenis Julien Villere III'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®
NoneExperience
Current
February 3, 2021 - Present
ST. DENIS J. VILLERE & CO., LLC
Office #1: 601 Poydras Street, Suite 1808, New Orleans, LA 70130-6308RIA
CRD#: 105159
New Orleans, LA
Past
August 20, 2015 - April 7, 2021
QUASAR DISTRIBUTORS, LLC
BD
CRD#: 103848
New Orleans, LA
Past
October 4, 2001 - January 31, 2013
QUASAR DISTRIBUTORS, LLC
BD
CRD#: 103848
PORTLAND, ME
Past
October 13, 1999 - October 4, 2001
FIRST FUND DISTRIBUTORS, INC.
BD
CRD#: 27038
PHOENIX, AZ
Past
December 2, 1997 - March 20, 1999
BMO CAPITAL MARKETS CORP.
BD
CRD#: 16686
NEW YORK, NY
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".
SD
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(2/3/2021)
IAR
Texas(1/27/2022)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
SD
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)Upgrade to AdvisorCheck Premium
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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
5
SEC notice filing (8 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 540 |
| AUM (Assets Under Management) | $ 1,530,903,536 |
Red Flags
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Company Information
ST. DENIS J. VILLERE & CO., LLC
CRD#: 105159New Orleans, LA 70130-6308TRUST BUT VERIFY
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