Christopher R. Leonard
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.
Christopher Randolph Leonard, who also goes by Chris Leonard, was a registered financial professional .
Christopher is a previously registered financial professional and started their career in finance in 1996. Christopher had worked at 6 firms and has passed the Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
April 9, 2025 - December 9, 2025
COHO PARTNERS, LTD.
January 5, 2009 - November 2, 2010
SANTA BARBARA ASSET MANAGEMENT, LLC
September 12, 2005 - January 5, 2009
RITTENHOUSE ASSET MANAGEMENT, INC.
November 14, 2001 - March 25, 2004
T. ROWE PRICE INVESTMENT SERVICES, INC.
April 14, 1997 - May 26, 2000
MORGAN STANLEY & CO. LLC
August 19, 1996 - April 14, 1997
UBS FINANCIAL SERVICES INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
COHO PARTNERS, LTD.
CRD#: 111335 / SEC#: 801-60111
Contact information
Regulatory assets under management
| Total Number of Accounts | 564 |
| AUM (Assets Under Management) | $ 2,203,500,000 |
Red Flags
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