Secretary/board of Directors (since 2011), Co-Trustee of the Bernstein Family Trust Dated 12/17/2010 (since 2014) · Leisure Capital Management, Inc.
Gideon S. Bernstein
CRD 2530560 · Named on Form ADV at one SEC-registered adviser
At a glance
Leisure Capital Management, Inc., an SEC-registered wealth manager based in Costa Mesa, CA with $874 million in regulatory assets, lists Gideon S. Bernstein on its Form ADV as Secretary/board of Directors (since 2011), Co-Trustee of the Bernstein Family Trust Dated 12/17/2010 (since 2014), a control person.
Firms and roles
- Leisure Capital Management, Inc.Secretary/board of Directors (since 2011), Co-Trustee of the Bernstein Family Trust Dated 12/17/2010 (since 2014)Wealth manager · Costa Mesa, CA · $874M in regulatory assets
AtlasMembers
Gideon’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Marr N. LeisurePresident, CCO, CIO, Co-Trustee of the Leisure Family Trust Dated 05/19/1995, Leisure Capital Management, Inc.
- Raymond M. RobinsonTreasurer, Board of Directors, Leisure Capital Management, Inc.
- Jeanne E. PepperCo-Trustee of the Bernstein Family Trust Dated 12/17/2010, Leisure Capital Management, Inc.
- Anne P. LeisureCo-Trustee of the Leisure Family Trust Dated 05/19/1995, Leisure Capital Management, Inc.
- Patrick M. MaxwellShareholder, Leisure Capital Management, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Gideon’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.