Gideon S. Bernstein
Professional summary
Gideon Samuel Bernstein, who also goes by Gideon Bernstein, is a registered financial advisor currently at LEISURE CAPITAL MANAGEMENT, INC. located in Costa Mesa, California.
Gideon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Gideon has worked at 2 firms and has passed the Series 63, Series 6 and Series 2 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Gideon Samuel Bernstein's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 14, 2004 - Present
LEISURE CAPITAL MANAGEMENT, INC.
Office #1: 650 Town Center Dr. Suite 880, Costa Mesa, CA 92626-1989January 24, 1996 - August 28, 1996
INVEST FINANCIAL CORPORATION
Primary Firm SEC Registration
LEISURE CAPITAL MANAGEMENT, INC.
CRD#: 120374 / SEC#: 801-61416
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/14/2004)
(6/2/2021)
Exams
Series 2
Date: 8/4/1994
Non-Member General Securities ExaminationCurrent Firm
LEISURE CAPITAL MANAGEMENT, INC.
CRD#: 120374 / SEC#: 801-61416
Contact information
SEC notice filing (4 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 323 |
| AUM (Assets Under Management) | $ 778,663,456 |
Red Flags
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