Christopher R. Leonard

COHO PARTNERS, LTD.

Berwyn, PA 19312

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CRD#: 2756456

Professional summary

Christopher Randolph Leonard, who also goes by Chris Leonard, is a registered financial advisor currently at COHO PARTNERS, LTD. located in Berwyn, Pennsylvania.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Christopher has worked at 6 firms and has passed the Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Chris Leonard

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 Christopher Randolph Leonard's CRS (Customer Relationship Summary).

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

April 9, 2025 - Present

COHO PARTNERS, LTD.

Office #1: 300 Berwyn Park 801 Cassatt Road, Suite 100, Berwyn, PA 19312

RIA

CRD#: 111335

Berwyn, PA

Past

January 5, 2009 - November 2, 2010

SANTA BARBARA ASSET MANAGEMENT, LLC

RIA

CRD#: 138123

LOS ANGELES, CA

Past

September 12, 2005 - January 5, 2009

RITTENHOUSE ASSET MANAGEMENT, INC.

RIA

CRD#: 106562

RADNOR, PA

Past

November 14, 2001 - March 25, 2004

T. ROWE PRICE INVESTMENT SERVICES, INC.

CRD#: 8348

BALTIMORE, MD

Past

April 14, 1997 - May 26, 2000

MORGAN STANLEY & CO. LLC

CRD#: 8209

NEW YORK, NY

Past

August 19, 1996 - April 14, 1997

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

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".

COHO PARTNERS, LTD.

CRD#: 111335 / SEC#: 801-60111

RIA

Registered Investment Advisory firm - (3/30/2001 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

Pennsylvania
(4/9/2025)

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

Series 63

Date: 8/30/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 8/16/1996

General Securities Representative Examination

Current Firm

COHO PARTNERS, LTD.

CRD#: 111335 / SEC#: 801-60111

RIA

Registered Investment Advisory firm - (3/30/2001 Approved)

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Contact information

Main Address

300 Berwyn Park 801 Cassatt Road, Suite 100, Berwyn, PA 19312

Mailing Address

Phone number

(484) 318-7575

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (24 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

COHO ADV PART 2A 2025-03-19 (3/24/2025)

Regulatory assets under management

Total Number of Accounts	564
AUM (Assets Under Management)	$ 2,203,500,000

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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Christopher R. Leonard

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Randolph Leonard's CRS (Customer Relationship Summary).

Certified licenses

Experience

COHO PARTNERS, LTD.

SANTA BARBARA ASSET MANAGEMENT, LLC

RITTENHOUSE ASSET MANAGEMENT, INC.

T. ROWE PRICE INVESTMENT SERVICES, INC.

MORGAN STANLEY & CO. LLC

UBS FINANCIAL SERVICES INC.

Primary Firm SEC Registration

COHO PARTNERS, LTD.

State Registrations and Notice Filings

Exams

Series 63

Date: 8/30/1996

Series 7

Date: 8/16/1996

Current Firm

COHO PARTNERS, LTD.

Contact information

SEC notice filing (24 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

COHO PARTNERS, LTD.

TRUST BUT VERIFY

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