Giuseppe Merlo
Investment adviser representative at Weitz Investment Management, Inc.
16 yearsExperience
1 stateRegistered in
$8.1BFirm assets
43 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
16 years in the industry.
- Weitz Investment Management, Inc.Apr 2021 to now
- Weitz Securities, Inc.Jun 2020 to now
- UnemployedApr 2020 to Jun 2020
- Millington Securities, Inc.Feb 2018 to Apr 2020
- Wbi Investments, Inc.Feb 2018 to Apr 2020
- UnemployedOct 2017 to Feb 2018
- Lord AbbettMay 2010 to Oct 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 1 state (NE).
Weitz Investment Management, Inc.
$8.1BAssets managed
18Clients
3Advisers
43 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4978968
- Firm CRD
- 105088