Bethesda, MD Wisconsin Ave Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$234,452,819,935
ClientsTotal clients
455,837
AdvisorsAdvisors at this office
49
Of 4,145 advisors across 1,137 offices
Location
7200 Wisconsin Ave, Ste 903
Bethesda MD 20814
Advisors at this office
49
Advisors at this office
Christopher A
Series 63, Series 65
Bethesda, MD
Wells Fargo Advisors
Christopher Andrews is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He previously worked at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. from 2009 to 2023. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with investment and financial planning services, offering a broad array of planning options including cash-flow, retirement, education, risk, and wealth-transfer planning. Advisors use Wells Fargo research and planning tools to develop tailored recommendations delivered through meetings and written summaries, with clients choosing the extent of implementation.
Antonio P
Series 63, Series 65
Bethesda, MD
Wells Fargo Advisors
Antonio Price is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. He has been with Wells Fargo Advisors since 2016 and previously worked at Morgan Stanley for one year. Outside of his advisory role, he is a 50% owner of KKAP LLC, a delivery contracting business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning services, using proprietary research and tools to develop tailored recommendations delivered through meetings and client summary letters.
Sean K
Series 66
Bethesda, MD
Wells Fargo Advisors
Sean Kirby Smith is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 11 years of industry experience. He has worked at Wells Fargo Advisors since 2016, following prior roles at Morgan Stanley and Morgan Stanley Private Bank. Outside his advisory work, he is fully engaged with SKS72, LLC, an investment-related business he owns and operates. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services, using proprietary research and planning tools. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, through a network of advisors.
Michael L
Series 66
Bethesda, MD
Wells Fargo Advisors
Michael Levitsky is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 12 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank before joining Wells Fargo Advisors in 2016. Outside of his advisory work, Levitsky is involved in several investment-related business ventures. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning solutions that include cash-flow, retirement, education, and niche services tailored for specific client needs.
Mark S
Series 63, Series 65
Bethesda, MD
Wells Fargo Advisors
Mark Stoll is a financial advisor at Wells Fargo Advisors with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked within various Wells Fargo entities since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized areas such as business-owner transition and sports & entertainment planning, using Wells Fargo’s research and tools to develop tailored recommendations.
Ryan F
Series 63
Bethesda, MD
Wells Fargo Advisors
Ryan Fischer is a financial advisor with Wells Fargo Advisors in Bethesda, MD, holding a Series 63 designation and four years of industry experience. His career includes roles at Wells Fargo Clearing Services and Red Ventures, as well as work with Body Armor Sports Drink. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients meeting a net-worth threshold, using proprietary research and tools, with optional implementation through various brokerage and advisory programs.
Alexander S
Series 66
Bethesda, MD
Wells Fargo Advisors
Alexander Simet is a financial advisor at Wells Fargo Advisors with two years of industry experience. Prior to joining Wells Fargo in 2023, he worked at the University of Maryland from 2019 to 2023. In addition to his financial advisory role, he manages a family-owned restaurant, Il Basilico Trattoria, where he oversees kitchen and serving staff operations. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, covering areas such as retirement, education, and wealth-transfer planning, supported by proprietary research and planning tools.
Frank S
Series 66
Bethesda, MD
Wells Fargo Advisors
Frank Scicchitano is a financial advisor with Wells Fargo Advisors in Bethesda, MD, holding a Series 66 designation and bringing 25 years of industry experience. He has worked at UBS Financial Services Inc since 2013. Outside of his primary role, he has ownership interests in FPS Wealth Management LLC and Scicchitano GP, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services tailored to clients meeting certain net-worth thresholds, utilizing proprietary research and planning tools.
David H
Series 63, Series 65
Bethesda, MD
Wells Fargo Advisors
David Holdsworth is a financial advisor at Wells Fargo Advisors with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Wells Fargo Advisors and related entities since 2009. Outside of his advisory role, he serves on the board of directors for the Quincehaven HOA and is involved in multiple business ventures, including investment-related LLCs and a trailer rental company. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory solutions with other financial product offerings.
Bryce J
Series 66
Bethesda, MD
Wells Fargo Advisors
Bryce Joyner is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Wells Fargo Advisors, he worked in roles outside the financial industry, including positions at Walmart and KFC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo. The firm provides investment and fee-based financial planning services to individuals, trusts, and institutions, offering a broad range of planning solutions tailored to clients meeting specific net-worth criteria.
Brandon M
Series 66
Bethesda, MD
Wells Fargo Advisors
Brandon Mahler is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Clearing Services LLC and Ameriprise Financial Services, Inc. He has a private wealth advisory business, Mahler Private Wealth Inc. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services with a broad range of planning offerings tailored to clients meeting a net-worth threshold.
Jeremy B
Series 66
Bethesda, MD
Wells Fargo Advisors
Jeremy Barto is a financial advisor at Wells Fargo Advisors with one year of industry experience. He holds a Series 66 designation and has worked previously at Seventy2 Capital Wealth Management and Mookie's BBQ. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients meeting certain net-worth criteria, with recommendations supported by Wells Fargo research and planning tools.
John P
Series 66
Bethesda, MD
Wells Fargo Advisors
John Pagano is a financial advisor with Wells Fargo Advisors in Bethesda, MD, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. He is also involved in investment-related business activities through his ownership of PAGANO72, LLC and PAGANO GP, LLC. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients, using Wells Fargo research and planning tools to develop tailored recommendations. The firm’s comprehensive planning services address areas such as retirement, education, risk, and specialized needs like business-owner transitions and divorce planning.
James B
Series 66
Bethesda, MD
Wells Fargo Advisors
James Brockett II is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and nine years of industry experience. He was previously with Morgan Stanley Smith Barney for one year before joining Wells Fargo Advisors in 2016. Brockett also owns Brockett Capital LLC, an independent investment-related business based in Silver Spring, MD. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and special-needs planning, supported by proprietary research and planning tools.
Alexander E
CFP®, Series 66
Bethesda, MD
Wells Fargo Advisors
Alexander Eljdid is a CFP® professional with 16 years of industry experience, currently advising at Wells Fargo Advisors. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors, LLC. He is also involved in private investment activities through ownership in Compound Capital Wealth Management LLC and Edjdid GP LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a broad range of financial planning services and integrates advisory recommendations with a variety of banking and investment products.
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