Unclaimed Profile

Christopher Randolph Leonard

COHO PARTNERS, LTD.·BERWYN, Pennsylvania

Series 7, Series 63CFA20 years registeredCOHO PARTNERS, LTD.

300 BERWYN PARK, BERWYN, PA 19312CRD# 2756456Firm CRD# 111335

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Christopher Randolph Leonard · BERWYN, PA

Registration

CRD #2756456 · COHO PARTNERS, LTD. · 20 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: COHO PARTNERS, LTD.

COHO PARTNERS, LTD.

Apr 2025 – Dec 2025

BERWYN, PA

SANTA BARBARA ASSET MANAGEMENT, LLC

Jan 2009 – Nov 2010

LOS ANGELES, CA

RITTENHOUSE ASSET MANAGEMENT, INC.

Sep 2005 – Jan 2009

RADNOR, PA

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Registration record

First registered · September 12, 2005

Years registered · 20

Professional designation · CFA

Disclosure History

1991Criminal·Final Disposition

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

COHO PARTNERS, LTD.

CRD 111335 · SEC 801-60111

AUM

$4.6B

Regulatory assets under management

Employees

1,190 client accounts

Services offered by COHO PARTNERS, LTD.

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

View all advisors at COHO PARTNERS, LTD. →

Introduction

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Frequently Asked Questions

What services does Christopher Randolph Leonard offer?

Christopher Randolph Leonard specializes in Investment Management, Retirement Planning, Wealth Management.

What are Christopher Randolph Leonard's credentials?

Christopher Randolph Leonard holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Christopher Randolph Leonard located?

Christopher Randolph Leonard is based in BERWYN, Pennsylvania, last registered with COHO PARTNERS, LTD..

How does Christopher Randolph Leonard charge for services?

Christopher Randolph Leonard's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is COHO PARTNERS, LTD.?

COHO PARTNERS, LTD. has approximately 34 employees and manages $4.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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