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Financial ADVSR advisor directory · SEC adviser records

Scharf Investments, LLC financial advisors in Los Gatos, CA

Every SEC-registered investment adviser representative at a Scharf Investments, LLC office in Los Gatos, A to Z.

The short answer

5 registered advisors work at Scharf Investments, LLC in Los Gatos, out of 5 at the firm nationwide; it ranks number 6 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Scharf Investments, LLC advisors in Los Gatos, A to Z

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Other firms in Los Gatos

All Los Gatos advisors →

Morgan Stanley 25UBS Financial Services Inc. 18Strategic Advisers LLC 14Charles Schwab & Co., Inc. 9Kane Investment Management, Inc. 5Raymond James Financial Services Advisors, Inc. 4Rice Financial Consulting, Inc. 4Wells Fargo Advisors Financial Network, LLC 4LPL Financial LLC 3Legacy Capital Group California, Inc. 3Mainstreet Financial Planning, Inc. 3Rockefeller Capital Management 3

Questions

How many financial advisors does Scharf Investments, LLC have in Los Gatos?

5 investment adviser representatives are registered at Scharf Investments, LLC offices in Los Gatos, California, according to the SEC's Investment Adviser Public Disclosure records, out of 5 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Scharf Investments, LLC one of the largest advisor employers in Los Gatos?

Scharf Investments, LLC ranks number 6 in Los Gatos by registered advisors; Morgan Stanley has the most, with 25.

How do I check a Scharf Investments, LLC advisor in Los Gatos?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Scharf Investments, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.