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

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Overview

Weitz Securities, Inc. is organized as a corporation and appears in regulatory records with SEC registration dating to 1986. The firm’s public profile in the provided dataset discloses little about its day‑to‑day advisory services, client mix, or investment process. Recorded ownership is listed as a combination of a domestic entity and individual owners. The firm is categorized as unclassified in the snapshot data. It does not identify itself as a capital allocator, does not mark itself as an active ESG investor, and is not documented as a multi‑state adviser. The dataset also indicates the firm is not a pension consultant and is not listed as a related adviser.

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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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