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SV

St Denis J. Villere

ST. DENIS J. VILLERE & CO.
New Orleans, LA 70130-6308
Some features on this profile are disabled
CRD#: 454819
SV

Professional summary

St Denis Julien Villere, who also goes by Sandy VIllere, St Denis Julien Villere, is a registered financial advisor currently at ST. DENIS J. VILLERE & CO., LLC located in New Orleans, Louisiana.

St Denis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1965. St Denis has worked at 2 firms and has passed the Series 1 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Sandy Villere | St Denis Julien 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view St Denis Julien Villere'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

March 17, 2021 - 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

January 1, 1965 - January 17, 1995

ST. DENIS J. VILLERE & COMPANY

BD
CRD#: 3678
NEW ORLEANS, LA

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
(3/17/2021)

Exams

General Industry/Product Exam
RR
Series 1
Date: 11/29/1960
Registered Representative Examination

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)
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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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts540
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.

Company Information

ST. DENIS J. VILLERE & CO., LLC

CRD#: 105159New Orleans, LA 70130-6308

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