Morgan Stanley
47yrs
Top advisor by experience in District of Columbia
41yrs
Elbert Burson is a fiduciary financial advisor in Washington, District of Columbia, with 41 years in the industry. Elbert joined Wells Fargo Advisors in 2000, a firm offering financial planning, investment management, and retirement plan consulting. Wells Fargo Advisors reports being paid through a percentage of assets, flat fees, and commissions.
One of 1327 advisors with offices in Washington, and one of 1282 fiduciaries.
At a glance
Experience41 years (since 1985)
How that compares ?Top 3% by experience nationwide
Office1700 K St NW 9th Floor [Du-Rbo], Washington, DC 20006
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$475,575
Advisors at the firm14,100
States licensed ?2 states
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2000 – nowWells Fargo Clearing Services, LLCCurrent firm
Contact Elbert
Local office(202) 861-4400Ask for Elbert. (314) 875-3000Main office · St. Louis, MO 1700 K St NW 9th Floor [Du-Rbo]Washington, DC 20006Office · Get directions Firm websitewww.wellsfargoadvisors.com/wfa/mobile.htm
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Questions to ask Elbert
Tailored to Elbert’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Elbert
How do I contact Elbert?
Call Elbert’s local office at (202) 861-4400 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for Elbert Burson.
How long has Elbert been a financial advisor?
Elbert has been in the industry since 1985, about 41 years. Top 3% by experience nationwide.
What licenses does Elbert hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Elbert a fiduciary?
Elbert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Elbert paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Elbert for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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