Gideon Bernstein has been Secretary/Board of Directors (Since 2011), Co-Trustee of the Bernstein Family Trust Dated 12/17/2010 (Since 2014) of Leisure Capital Management since December 2011, is a control person of the firm and directly owns between 10% and 25% of it. Gideon Bernstein holds a Bachelor's degree in psychology from the University of California at Santa Barbara.
Leisure Capital Management, Inc. is a Costa Mesa, CA firm with $874M under management, 349 clients and 6 advisers in one office, as of its March 2026 filing.
Gideon Bernstein is Principal and Chief Investment Officer of Leisure Capital Management, based in Orange County, California. A founding partner of the firm, he leads its investment research and portfolio strategy and oversees asset allocation, risk management and long-term investment planning. He previously worked as an analyst and portfolio manager at an investment firm and works with nonprofit boards and multigenerational families on giving strategies.
- – present · 22 yearsCosta Mesa, CA · Adviser representative · Firm CRD 120374
Professional designations
Listed by Leisure Capital Management
- Chartered Financial Analyst (CFA)
- Chartered Advisor in Philanthropy (CAP®)
Investment adviser representative registrations
Gideon Bernstein is registered as an investment adviser representative in 2 states. The first approvals date from January 2004; the most recent is Texas, in June 2021.
- CaliforniaSince 14 January 2004
- TexasSince 2 June 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 23 January 1996 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 23 January 1996 |
| Series 2 | Non-Member General Securities Examination | 4 August 1994 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Non-Member General Securities Examination
- Full name
- Gideon Samuel Bernstein
- CRD
- 2530560
- Firm
- Leisure Capital Management · CRD 120374
- Role
- Secretary/Board of Directors (Since 2011), Co-Trustee of the Bernstein Family Trust Dated 12/17/2010 (Since 2014)
- Office
- 650 TOWN CENTER DR., SUITE 880, Costa Mesa, CA 92626-1989
- Registration
- Investment adviser registration
- In the industry since
- January 2004
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- leisurecapital.com
Where does Gideon Bernstein work?
Gideon Bernstein has been Secretary/Board of Directors (Since 2011), Co-Trustee of the Bernstein Family Trust Dated 12/17/2010 (Since 2014) of Leisure Capital Management, Inc. since December 2011, and is a control person of the firm.
Is Gideon Bernstein a financial advisor?
Yes. Gideon Bernstein has a current investment-adviser registration in California and Texas, through Leisure Capital Management since January 2004.
How many years of experience does Gideon Bernstein have?
Gideon Bernstein has 22 years in the financial industry, since January 2004, across 1 adviser firm.
What exams has Gideon Bernstein passed?
Gideon Bernstein has passed 3 licensing exams: the Series 2, Series 63 and Series 6. The earliest, the Series 2, was passed in August 1994.
Where is Gideon Bernstein based?
Gideon Bernstein’s registered office is in Costa Mesa, CA.
Is Gideon Bernstein registered with FINRA?
No. Gideon Bernstein has no current broker registration.
Is Gideon Bernstein a CFA charterholder?
Leisure Capital Management lists Gideon Bernstein with the CFA credential (“Chartered Financial Analyst (CFA)”) on its website. CFA Institute confirms certification status.
How can I verify Gideon Bernstein’s record?
Search CRD 2530560 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Gideon Bernstein’s full registration record.
Marr LeisurePresident, CCO, CIO, Co-Trustee of the Leisure Family Trust Dated 05/19/1995
Patrick MaxwellShareholder
Raymond RobinsonTreasurer, Board of Directors- Anne LeisureCo-Trustee of the Leisure Family Trust Dated 05/19/1995
- Jeanne PepperCo-Trustee of the Bernstein Family Trust