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. FINTRX classifies the firm as Unclassified and lists its owner type as a combination of a domestic entity and an individual. The snapshot record does not supply details on business lines, advisory activities, client segments, or fee arrangements. Several status flags in the FINTRX entry are negative: the firm is not identified as a capital allocator, not an active ESG investor, not a pension consultant, not a related adviser, and not newly formed. The profile in the record is sparse: key operational and product information that would normally clarify whether the entity functions primarily as an investment adviser, broker-dealer, or a holding vehicle is not provided. That limits what can be inferred about the firm’s client focus or service models from this dataset.

Assets & Accounts

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

    Wallace Weitz

    FounderCRD 462632

  • Nolan Anderson

    Nolan Anderson

    Vice PresidentCRD 5696416

  • Giuseppe Merlo

    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