Ameriprise Financial Services
47yrs
Top advisor by experience in San Jose
30yrs
Robert Leach is a fiduciary financial advisor in San Jose, California, with 30 years in the industry. Robert joined Stratos Wealth Partners in 2016, after five years at Wells Fargo Advisors and ten years at Wells Fargo Investments. Stratos Wealth Partners offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 993 advisors with offices in San Jose, and one of 926 fiduciaries.
At a glance
Experience30 years (since 1996)
How that compares ?Top 15% by experience in San Jose
Office1100 Lincoln Ave Suite 236, San Jose, CA 95125
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$706,728
Advisors at the firm352
States licensed ?1 state
Services through Stratos Wealth Partners
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
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
- 2016 – nowStratos Wealth Partners, LTDCurrent firm
- 2011 – 2015Wells Fargo Clearing Services, LLCPreviously
- 2001 – 2011Wells Fargo Investments, LLCPreviously
Contact Robert
(440) 519-2500Firm headquarters in Beachwood, OH. Ask for Robert. 1100 Lincoln Ave Suite 236San Jose, CA 95125Office · Get directions
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Questions to ask Robert
Tailored to Robert’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 Robert
How do I contact Robert?
Call Stratos Wealth Partners at (440) 519-2500 and ask for Robert Leach. Robert works from the San Jose, CA office.
How long has Robert been a financial advisor?
Robert has been in the industry since 1996, about 30 years. Top 15% by experience in San Jose.
What licenses does Robert hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
Stratos Wealth Partners reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Robert 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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