DA
ChFC
DA
ChFC

Danica Ansardi

33 Years of Experience
Belle Chasse, LA
BrokerSells Insurance

Danica Ansardi is a ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Belle Chasse, LA, with 33 years of industry experience. Danica operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

8611 Highway 23, Suite 1-C, Belle Chasse, LA, 70037

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Danica is the owner of The Ansardi Group, LLC (financial services) and Ansardi Financial Services (insurance), dedicating full-time hours and about 10-20% of her time respectively. She also holds various positions including officer of Du-Tex, Inc, board member of Westbank Industrial Association, immediate past president of West Jefferson Medical Center Foundation, president of KP Oysters companies, trustee for multiple trusts, member of Catholic Community Foundation, power of attorney for her parents, president of Westbank Business & Industrial Association.

Employment History
Current Registrations
Cetera Investment Advisers LLC
February 2025 - Present · 1 yr 5 mos
Cetera Wealth Services, LLCBroker
February 2025 - Present · 1 yr 5 mos
Previous Registrations
Concourse Financial Group Advisors
September 2005 - February 2025 · 19 yrs 5 mos
Concourse Financial Group Securities, INC.Broker
February 2001 - February 2025 · 24 yrs
Intersecurities, INC.Broker
December 1999 - February 2001 · 1 yr 2 mos
W. S. Griffith & CO., INC.Broker
October 1992 - December 1999 · 7 yrs 2 mos
State Registrations32 states
ALARAZCACOCTDCDEFLGAILLAMDMIMOMSMTNCNHNJNMNVNYOHPASCTNTXUTWAWIWV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Danica Ansardi - Financial Advisor | TrueAdvisor