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Giuseppe Merlo

WEITZ INVESTMENT MANAGEMENT
Jersey City, NJ
Some features on this profile are disabled
CRD#: 4978968
GM

Professional summary

Giuseppe Merlo, who also goes by Joseph Merlo, is a registered financial advisor currently at WEITZ INVESTMENT MANAGEMENT, INC. located in Jersey City, New Jersey and WEITZ SECURITIES, INC. located in Omaha, Nebraska.

Giuseppe is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Giuseppe has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Joseph Merlo

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Giuseppe Merlo's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

April 8, 2021 - Present

WEITZ INVESTMENT MANAGEMENT, INC.

RIA
CRD#: 105088
Jersey City, NJ
Current

June 23, 2020 - Present

WEITZ SECURITIES, INC.

Office #1: Blackstone Plaza 3555 Farnam Street, Suite 800, Omaha, NE 68131
BD
CRD#: 17673
OMAHA, NE
Past

March 19, 2018 - April 27, 2020

WBI INVESTMENTS, LLC

RIA
CRD#: 106336
RED BANK, NJ
Past

March 14, 2018 - April 27, 2020

MILLINGTON SECURITIES, INC.

BD
CRD#: 147298
RED BANK, NJ
Past

July 19, 2010 - October 16, 2017

LORD, ABBETT & CO. LLC

RIA
CRD#: 110391
JERSEY CITY, NJ
Past

May 14, 2010 - October 16, 2017

LORD ABBETT DISTRIBUTOR LLC

BD
CRD#: 530
JERSEY CITY, NJ
Past

March 19, 2009 - May 5, 2010

OPPENHEIMER & CO. INC.

BD
CRD#: 249
NEW YORK, NY
Past

January 5, 2007 - March 26, 2009

MAXIM GROUP LLC

BD
CRD#: 120708
NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WI
WEITZ INVESTMENT MANAGEMENT, INC.
WALLACE R. WEITZ & COMPANY | WEITZ WALLACE R & CO | WEITZ INVESTMENT MANAGEMENT, INC.

CRD#: 105088 / SEC#: 801-18819

RIA
Registered Investment Advisory firm - (5/12/1983 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Nebraska
(6/23/2020)
IAR
Nebraska
(4/8/2021)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/16/2010
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 1/29/2007
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/4/2007
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 3/12/2016
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

WI
WEITZ INVESTMENT MANAGEMENT, INC.
WALLACE R. WEITZ & COMPANY | WEITZ WALLACE R & CO | WEITZ INVESTMENT MANAGEMENT, INC.

CRD#: 105088 / SEC#: 801-18819

RIA
Registered Investment Advisory firm - (5/12/1983 Approved)
PREMIUM
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Contact information

Main Address
3555 Farnam Street Suite 800, Omaha, NE 68131-3312
Mailing Address
Phone number
(402) 391-1980
Established
Firm type
Fiscal year end
# of Employees
38

SEC notice filing (1 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

AUGUST 2025 FORM ADV PART 2 (8/21/2025)

Regulatory assets under management

Total Number of Accounts20
AUM (Assets Under Management)$ 6,826,063,139

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

WEITZ INVESTMENT MANAGEMENT, INC.

CRD#: 105088Jersey City, NJ

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