Wasif A. Latif

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CRD#: 2567754

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Wasif Ahmad Latif, who also goes by Wasif Ahmed Latif, was a registered financial professional .

Wasif is a previously registered financial professional and started their career in finance in 1995. Wasif had worked at 3 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

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.

TALEEM LLC POSITION: Manager NATURE: It's an LLC I created to house potential business investments. It is inactive and does not have any assets or accounts. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/19/2021 ADDRESS: , San Antonio TX , United States DESCRIPTION: It's an empty LLC with no activity. ALP CAPITAL LLC POSITION: Manager NATURE: An LLC I created to manage my IRA and Roth IRA accounts as a family investment. There no other assets for any other individual or entity. Once I migrate my personal holdings in these two accounts to Truist approved brokerages, I plan on closing/dissolving this LLC. INVESTMENT RELATED: Yes NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 05/19/2021 ADDRESS: , San Antonio TX , United States DESCRIPTION: Managing my own IRA and Roth IRA under this LLC as family office. Held at Interactive Brokers. Once I move these two accounts to Truist approved brokerage accounts, I will close/dissolve this LLC. ZAMEEN LLC POSITION: Manager NATURE: An LLC I registered with TX to eventually own my 2 single-home rental properties through. It is currently inactive and does not have any holdings or accounts. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/19/2021 ADDRESS: , San Antonio TX , United States DESCRIPTION: Empty and inactive LLC. The plan is to migrate ownership of my 2 single family rental properties in this LLC in the future. Those properties are currently in my own name.The two properties are:8114 Floating ViewSan Antonio, TX 78255Monthly rent: $2150rented since 2011115 Canter GaitShavano Park, TXMonthly rent: $5000rented sinceFebruary 15, 2022

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

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".

TRUIST ADVISORY SERVICES, INC.

SUNTRUST ADVISORY SERVICES LLC | TRUIST ADVISORY SERVICES, INC. | SUNTRUST ADVISORY SERVICES, INC.

CRD#: 283390 / SEC#: 801-107729

RIA

Registered Investment Advisory firm - (5/18/2016 Approved)

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

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

TRUIST ADVISORY SERVICES, INC.

SUNTRUST ADVISORY SERVICES LLC | TRUIST ADVISORY SERVICES, INC. | SUNTRUST ADVISORY SERVICES, INC.

CRD#: 283390 / SEC#: 801-107729

RIA

Registered Investment Advisory firm - (5/18/2016 Approved)

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Contact information

Main Address

303 Peachtree Street 2nd Floor, Atlanta, GA 30303

Mailing Address

Po Box 4418 Mc 107, Atlanta, GA 30302

Phone number

(800) 874-4770

Established

Firm type

Fiscal year end

# of Employees

2,469

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TAS AMC WRAP MANAGED PROGRAMS BROCHURE (10/31/2025)

TAS CONSULTING SERVICES AMC ADVANTAGE FIRM BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts	124,363
AUM (Assets Under Management)	$ 67,736,740,585

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
04/24/2025	Cover Page	Report
03/28/2024	Cover Page	Report
04/26/2023	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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Wasif A. Latif

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

TRUIST ADVISORY SERVICES, INC.

IFG NETWORK SECURITIES, INC.

CHATFIELD DEAN & CO., INC.

Primary Firm SEC Registration

TRUIST ADVISORY SERVICES, INC.

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

TRUIST ADVISORY SERVICES, INC.

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

TRUIST ADVISORY SERVICES, INC.

TRUST BUT VERIFY

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