News, Research and Document Consulting

by miles weiss

Experienced investigative journalist

My Story

Investigative Reporter on money managers and broker dealers

As a member of the Bloomberg News team for over three decades, I specialized in mining government documents to shed light on the inner and outer workings of Wall Street.

My investigative work goes much deeper than SEC filings that are now widely available online. Many other federal and state offices house information-rich documents that are not as easily accessible. With dogged determination and detective work, I uncover the details that tell the complete stories.

Now an independent reporter, my focus is on using documents and databases available through government agencies -- as well as key stakeholders in the legal, tax and institutional investing communities -- to do research and report on Wall Street money managers and brokerage firms.

Portrait of a middle-aged man wearing glasses, a white shirt, a blue tie, and a black suit jacket against a plain gray background.

my Services

  • Keep up with Miles Weiss’s journalism at the Deadline Disclosures Substack.

  • Customized research plans on public companies, money management firms, and individual investors and portfolio managers.

  • Document searches on money managers and their investments.

  • Keep up with my finance journalism at my Deadline Disclosures Substack.

Featured Stories