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 appears in FINTRX as an SEC-registered entity since 1986. Ownership is recorded as a mix of a domestic entity and individual owners; FINTRX assigns it an "unclassified" designation rather than a specific advisory category. The FINTRX profile contains few operational details. The firm is not identified as a capital allocator, is not flagged as an active ESG investor, and is not listed as a multi-state adviser, pension consultant, or related adviser. The database does not include descriptions of its advisory activities, fee structure, client segments, or investment preferences, so there is limited visibility into how the firm positions its services or constructs portfolios.

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 25
  • WALLACE WEITZ

    FounderCRD 462632

  • NOLAN ANDERSON

    Vice PresidentCRD 5696416

  • Giuseppe Merlo

    Regional DirectorCRD 4978968

Unlock 22 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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