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 a corporate entity that appears in FINTRX with an SEC registration dating back to 1986. The snapshot classifies the firm as "unclassified" and identifies owner type as a domestic entity/individual. The profile does not indicate that the firm acts as a capital allocator, and it is not flagged as a multi-state adviser or a newly formed adviser. The record does not supply details on client segmentation, advisory services, fee schedules, or broader business activities.

Assets & Accounts

Investments & Alternatives

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
  • Jessica Nagengast

    Jessica Nagengast

    Senior Client Relationship RepresentativeCRD 5146530

  • Giuseppe Merlo

    Giuseppe Merlo

    Regional DirectorCRD 4978968

  • Ryan Holloman

    Ryan Holloman

    Vice PresidentCRD 5022519

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