Aaron D. Miller

SCHARF INVESTMENTS

Los Gatos, CA 95032

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CRD#: 5732482

Professional summary

Aaron Dahlgren Miller, CFA is a registered financial advisor currently at SCHARF INVESTMENTS, LLC located in Los Gatos, California.

Aaron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Aaron has worked at 4 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Aaron Dahlgren Miller's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFA

Chartered Financial Analyst

Experience

Current

March 4, 2020 - Present

SCHARF INVESTMENTS, LLC

Office #1: 16450 Los Gatos Boulevard, Suite 207, Los Gatos, CA 95032

RIA

CRD#: 105508

Los Gatos, CA

Past

July 11, 2011 - January 16, 2014

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

ATLANTA, GA

Past

July 7, 2011 - January 16, 2014

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

ATLANTA, GA

Past

July 26, 2010 - July 29, 2010

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

CUMMING, GA

Past

April 15, 2010 - July 29, 2010

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

CUMMING, GA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

SCHARF INVESTMENTS, LLC

SCHARF INVESTMENTS | SCHARF JEFFREY ROBERT | SCHARF INVESTMENTS, LLC

CRD#: 105508 / SEC#: 801-18799

RIA

Registered Investment Advisory firm - (5/6/1983 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Georgia
(3/4/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 6/27/2010

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 4/14/2010

General Securities Representative Examination

Current Firm

SCHARF INVESTMENTS, LLC

SCHARF INVESTMENTS | SCHARF JEFFREY ROBERT | SCHARF INVESTMENTS, LLC

CRD#: 105508 / SEC#: 801-18799

RIA

Registered Investment Advisory firm - (5/6/1983 Approved)

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Contact information

Main Address

16450 Los Gatos Boulevard, Suite 207, Los Gatos, CA 95032

Mailing Address

Phone number

(831) 429-6513

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (45 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART II BROCHURE (3/17/2025)

Regulatory assets under management

Total Number of Accounts	1,523
AUM (Assets Under Management)	$ 4,227,121,971

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/17/2025	Cover Page	Report
01/17/2025	Cover Page	Report
09/09/2024	Cover Page	Report
10/30/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Aaron D. Miller

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Aaron Dahlgren Miller's CRS (Customer Relationship Summary).

Certified licenses

Experience

SCHARF INVESTMENTS, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

SCHARF INVESTMENTS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 6/27/2010

Series 7

Date: 4/14/2010

Current Firm

SCHARF INVESTMENTS, LLC

Contact information

SEC notice filing (45 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

SCHARF INVESTMENTS, LLC

TRUST BUT VERIFY

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