Wasif A. Latif

SARMAYA PARTNERS

SAN ANTONIO, TX 78257

CRD#: 2567754

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Professional summary

Wasif Ahmad Latif, who also goes by Wasif Ahmed Latif, is a registered financial advisor currently at SARMAYA PARTNERS, LLC located in San Antonio, Texas.

Wasif is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Wasif has worked at 4 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Wasif Ahmed Latif

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 Wasif Ahmad Latif's 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®

None

Experience

Current

November 25, 2025 - Present

SARMAYA PARTNERS, LLC

Office #1: 6002 Camp Bullis Road, Suite 201, San Antonio, TX 78257

RIA

CRD#: 330100

SAN ANTONIO, TX

Past

March 31, 2022 - December 15, 2023

TRUIST ADVISORY SERVICES, INC.

RIA

CRD#: 283390

NEW YORK, NY

Past

January 8, 1997 - January 16, 1998

IFG NETWORK SECURITIES, INC.

CRD#: 19948

ATLANTA, GA

Past

January 3, 1995 - January 11, 1995

CHATFIELD DEAN & CO., INC.

CRD#: 14714

GREENWOOD VILLAGE, CO

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".

SARMAYA PARTNERS, LLC

CRD#: 330100 / SEC#: 801-131861

RIA

Registered Investment Advisory firm - (1/21/2025 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

New Jersey
(11/25/2025)

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 65

Date: 3/19/2022

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/23/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 12/30/1994

General Securities Representative Examination

Current Firm

SARMAYA PARTNERS, LLC

CRD#: 330100 / SEC#: 801-131861

RIA

Registered Investment Advisory firm - (1/21/2025 Approved)

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Contact information

Main Address

6002 Camp Bullis Road, Suite 201, San Antonio, TX 78257

Mailing Address

Phone number

(303) 520-2419

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	1
AUM (Assets Under Management)	$ 32,988,380

Exempt reporting advisers

Exempt Reporting Advisers ("ERA") are investment advisers that are not required to register as investment advisers because they rely on certain exemptions from registration under sections 203(l) and 203(m) of the Investment Advisers Act of 1940 and related rules. Certain state securities regulatory authorities have similar exemptions based on state statutes or regulations. An ERA is required to file a report using Form ADV, but does not complete all items contained in Form ADV that a registered adviser must complete. Other state securities regulatory authorities require an ERA to register as an investment adviser and file a complete Form ADV. Below are the regulators with which an ERA report is filed.

SEC / JURISDICTION	REPORTING STATUS	EFFECTIVE DATE
Texas	ERA - Withdrawn	12/20/2024

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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Firm Stability Insights

Wasif A. Latif

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Wasif Ahmad Latif's CRS (Customer Relationship Summary).

Certified licenses

Experience

SARMAYA PARTNERS, LLC

TRUIST ADVISORY SERVICES, INC.

IFG NETWORK SECURITIES, INC.

CHATFIELD DEAN & CO., INC.

Primary Firm SEC Registration

SARMAYA PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/19/2022

Series 63

Date: 12/23/1994

Series 7

Date: 12/30/1994

Current Firm

SARMAYA PARTNERS, LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Regulatory assets under management

Exempt reporting advisers

Red Flags

Company Information

SARMAYA PARTNERS, LLC

TRUST BUT VERIFY

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