LPL Financial
47yrs
Top advisor for experience in San Diego
47yrs
Robert Alan Wolter
Financial advisor at Stratos Wealth Partners
At a glance
Experience47 years (since 1979)
How that compares ?Top 1% for experience in San Diego
Office12348 High Bluff Drive STE 200, San Diego, CA 92130
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
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.
Uniform Securities Agent State Law Examination
Uniform Combined State Law Examination
Career
- Dec 2025 – nowStratos Wealth Partners, LTDCurrent firm
- 2016 – 2025Stratos Wealth Partners, LTDPreviously
- 2002 – 2016Wells Fargo Clearing Services, LLCPreviously
- Feb 2002 – Jul 2002Piper Sandler & Co.Previously
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?
About Robert
How do I contact Robert?
Call Stratos Wealth Partners at 440-519-2500 and ask for Robert Alan Wolter. Robert works from the San Diego, CA office.
How long has Robert been a financial advisor?
Robert has been in the industry since 1979, about 47 years. Top 1% for experience in San Diego.
What licenses does Robert hold?
Series 63, Series 66. 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 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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