Investment adviser representative · Scharf Investments, LLC
Aaron D. Miller
CRD 5732482 · Los Gatos, CA
At a glance
Aaron D. Miller is an investment adviser representative with Scharf Investments, LLC in Los Gatos, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Aaron’s SEC record dates to 2010, about 16 years ago. Designations on file: Chartered Financial Analyst.
Current advisory firm
- Scharf Investments, LLCSince March 2020Los Gatos, CA · $4.2B in regulatory assets
SEC adviser record
- Registered since
- 2010 (16 years)
- Designations
- Chartered Financial Analyst
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Aaron’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Scharf Investments, LLC
- Jordan T. CoreyLos Gatos · Chartered Financial Analyst
- Thaddeus D. HeggenessLos Gatos
- Evan C. JonesLos Gatos · Chartered Financial Analyst
- Deborah L. RobinsonLos Gatos
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