Arlington, VA N Glebe Rd Office

Team
Updated today

Client AUM

$617,589,353,444

Clients

1,298,616

Advisors

3

Of 14,131 advisors across 1,488 offices

Location

2213 N Glebe Rd

Arlington VA 22207

Advisors at this office

3

Advisors at this office

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David E

CFP®, Series 63, Series 65

Arlington, VA

Wells Fargo Clearing

David Edwards Jr. is a financial advisor with Wells Fargo Clearing, holding the CFP® designation and Series 63 and 65 licenses, and has 33 years of industry experience. His prior roles include positions at Morgan Stanley, Charles Schwab, NYLIFE Securities, and Eagle Strategies. Outside of his advisory work, he serves as a durable power of attorney for his mother’s financial affairs. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by extensive research and analytics.

Retired Founder/Business Owner
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Nathan Z

Series 66

Arlington, VA

Wells Fargo Clearing

Nathan Zeichner is a Series 66-licensed financial advisor with Wells Fargo Clearing in Arlington, VA. He began his career in the financial industry in 2026 after several years in education and other roles. His prior experience includes positions at Charles Schwab and IU Credit Union. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering a range of brokerage and advisory solutions.

Retired Founder/Business Owner
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Ellie Y

Series 63, Series 65

Arlington, VA

Wells Fargo Clearing

Ellie Yazdeli is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses. She has recently transitioned into the financial industry, previously working at Santander Bank and Santander Securities, as well as several years at The Home Depot and Farhangian University. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Retired Founder/Business Owner
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