RA
CFP
RA
CFP

Ray Ansardi

10 Years of Experience
Belle Chasse, LA
BrokerSells Insurance

Ray Ansardi is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Belle Chasse, LA, with 10 years of industry experience. Ray 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
Loading...

Location

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

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Ray is a financial professional with The Ansardi Group LLC and Ansardi Financial Services LLC, focusing on investment, financial services, and fixed insurance product sales, dedicating full-time hours to these activities. He also serves in various roles for community organizations, including the Plaquemines Parish Orange Festival, Rotary Club, and Plaquemines Association of Business & Industry, along with managing rental property and acting as power of attorney for his spouse.

Employment History
Current Registrations
Cetera Investment Advisers LLC
February 2025 - Present · 1 yr 3 mos
Cetera Wealth Services, LLCBroker
February 2025 - Present · 1 yr 3 mos
Previous Registrations
Concourse Financial Group Advisors
March 2019 - February 2025 · 5 yrs 11 mos
Concourse Financial Group Securities, INC.Broker
June 2016 - February 2025 · 8 yrs 8 mos
Northwestern Mutual Investment Services, LLCBroker
September 2015 - June 2016 · 9 mos
State Registrations22 states
AZCACOFLGAILLAMDMIMOMSNCNJNMNVNYPASCTNTXUTWA
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.
Ray Ansardi - Financial Advisor | TrueAdvisor