Unclaimed Profile

Wayne George Lesage

COHO PARTNERS, LTD.·BERWYN, Pennsylvania

SIE, Series 6, Series 7, Series 55, Series 63, Series 66CFP CFAClean record2 years registeredCOHO PARTNERS, LTD.

300 BERWYN PARK, BERWYN, PA 19312CRD# 4605858Firm CRD# 111335

Profile Verification

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

Identity

Wayne George Lesage · BERWYN, PA

Registration

CRD #4605858 · COHO PARTNERS, LTD. · 2 years registered

Brand Profile

Not yet started

Career History

WAVERLY ADVISORS, LLC

Jan 2025 – present

COHO PARTNERS, LTD.

Feb 2024 – Jun 2025

BERWYN, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 55

Series 63

Series 66

Registration record

First registered · February 20, 2024

Years registered · 2

Professional designations · CFP, CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

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 Wayne George Lesage offer?

Wayne George Lesage specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in BERWYN, Pennsylvania for a consultation.

What are Wayne George Lesage's credentials?

Wayne George Lesage holds the following professional designations: CFP, CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Wayne George Lesage located?

Wayne George Lesage is based in BERWYN, Pennsylvania, working with COHO PARTNERS, LTD.. Their office serves clients in the BERWYN metropolitan area and surrounding communities.

How does Wayne George Lesage charge for services?

Wayne George Lesage'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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