Giuseppe
Merlo
Weitz Investment Management, Inc
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About this Advisor
Giuseppe Merlo is a financial advisor working out of Omaha, Nebraska with a total of 2 years of industry experience. Merlo currently works for Weitz Investment Management, Inc. Over the course of their career, they have held roles at Lord Abbett, Wbi Investments, Inc, Millington Securities, Inc and Weitz Securities, Inc. Merlo holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Nebraska. Weitz Investment Management, Inc is a registered investment business headquartered in Omaha, NE. It administers $4 billion in assets under management among its 24 accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm serves six charities and foundations. Of its 24 customer accounts, 23% are held by high-net-worth clients who have at least $1 million in assets available to invest. The company offers a set of services, including portfolio management for individuals and small businesses, portfolio management for investment companies and portfolio management for institutional clients. Fees for financial management are based on the services provided. However, fee types billed by Weitz Investment Management, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Weitz Investment Management, Inc Brokerage Details
$3,604,320,081
36
24
$150,180,003
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
Giuseppe Merlo Work History
Giuseppe has been registered as a financial advisor for 2 years.*
Weitz Securities, Inc
Wbi Investments, Inc
Millington Securities, Inc
Lord Abbett
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Giuseppe Merlo to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Weitz Investment Management, Inc
Omaha, NE
Omaha, NE
Omaha, NE
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