Weitz Securities, Inc.

Broker-DealerFINRA MemberEst. 1986
Total AUM
Advisory reps
25
Avg account
$0

Firm details

Headquarters
Omaha, Nebraska
CRD number
17673
Registered since
March 12, 1986

Firm profile

FINTRX

Overview

Weitz Securities, Inc. is organized as a corporation and has been registered with the SEC since 1986. Ownership is listed as a combination of a domestic entity and an individual. Public disclosures classify the firm as unclassified and indicate it does not operate as a capital allocator. The firm is not identified as an active ESG investor, is not a multistate adviser, was not newly formed, and is not described as a pension consultant or related adviser. The firm has not provided further detail about its business activities, advisory services, client types, or affiliations.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 25
  • Wallace Weitz

    Wallace Weitz

    FounderCRD 462632

  • Nolan Anderson

    Nolan Anderson

    Vice PresidentCRD 5696416

  • Giuseppe Merlo

    Giuseppe Merlo

    Regional DirectorCRD 4978968

Unlock 22 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Omaha, NE

Douglas

Location

Omaha, NE

Headquartered in Omaha, NE, anchoring the Omaha-Council Bluffs-Fremont, NE-IA metro in the Midwest.

Metro area
Omaha-Council Bluffs-Fremont, NE-IA
Region
Midwest
County
Douglas
Address
Blackstone Plz Farnam St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth