William Benjamin Gamson

Employer firm

Corient CRD 319448

$165B regulatory AUM 506 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2023 → Present
  Corient Services Llc
  Miami, FL
• 10/2023 → Present
  Corient
  Miami, FL
• 09/2019 → 05/2023
  University Of Wisconsin-Madison
  Madison, WI
• 06/2022 → 08/2022
  Bravaldo Capital Advisors, Inc.
  Atlanta, GA
• 01/2015 → 05/2019
  Student
  Collage Park, GA
• 06/2019 → 09/2019
  Unemployed
  College Park, GA
• 07/2019 → 08/2019
  The Ivy Buckhead
  Atlanta, GA
• 06/2023 → 10/2023
  Unemployed
  Atlanta, GA
• 05/2021 → 08/2021
  Stonex Group Inc
  Atlanta, GA
• 05/2006 → Present
  The Icebox - Cool Stuff, Llc
  Atlanta, GA
• 10/2023 → 12/2024
  Consulting Side Gig, Llc
  Atlanta, GA
• 01/2025 → Present
  Surplus Steel & Supply
  Apopka, FL

Other Businesses

1) Name: Surplus Steel & Supply Investment related: No Address: Apopka, FL Nature of business: Administrative work Position, title, or relationship: Sales Tax and Books Reconciler Start date: 01/2025 Approximate number of hours/month devoted to the other business: 5 Approximate number of hours devoted during securities trading hours: 0 Brief description of duties: Pay monthly sales taxes, close out the month, send P&L and Balance Sheet for Surplus Steel and Supply 2) Name: The Icebox - Cool Stuff, LLC Investment related: No Address: 700 Lake Ave. NE Atlanta, GA 30307 Nature of business: Selling Promotional Products and Apparel Position, title, or relationship: Child Model Start date:05/02/2006 Approximate number of hours/month devoted to the other business:0 Approximate number of hours devoted during securities trading hours: 0 Brief description of duties: No current duties. I receive royalties for photographs and video taken years ago.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-07-02

Other Names

• William Gamson