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Giuseppe Merlo

Investment Adviser Representative at WEITZ INVESTMENT MANAGEMENT, INC.

Jersey City, NJCRD #4978968Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
19 yrs
States Registered
1 states
Exams Passed
5

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Nebraska
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 7/16/2010
Series 63
Uniform Securities Agent State Law Examination
Passed 1/29/2007
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 1/4/2007
Series 24
General Securities Principal Examination
Passed 3/12/2016

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

Weitz Investment Management, Inc. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

WEITZ INVESTMENT MANAGEMENT, INC.Current
4/8/2021Jersey City, NJ
WEITZ SECURITIES, INC.Current
6/23/2020Red Bank, NJ
WBI INVESTMENTS, INC.
3/19/20184/27/2020Red Bank, NJ
LORD, ABBETT & CO. LLC
7/19/201010/16/2017Jersey City, NJ

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at WEITZ INVESTMENT MANAGEMENT, INC.

2 other advisors in the directory

View WEITZ INVESTMENT MANAGEMENT, INC. firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Giuseppe Merlo has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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Giuseppe Merlo - Financial Advisor in Jersey City, NJ | AdvisorFinder