William Benjamin Gamson
Advisor at Corient — Miami, FL
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65
Experience Industry experience
1 year
Location
Miami, FL 33131
Corient
Enterprise
William Gamson is a financial advisor with Corient in Miami, FL, holding a Series 65 designation and one year of industry experience. Prior to joining Corient, he worked at Bravaldo Capital Advisors, Inc. and StoneX Group Inc. Outside of his advisory role, he receives royalties for photographs and videos from a longtime involvement with The Icebox - Cool Stuff, LLC, a promotional products and apparel business. Corient provides investment advisory and financial planning services to a diverse client base including individuals, trusts, pension plans, and charitable organizations. The firm employs a goals-based, team investment approach integrating individual security strategies, third-party managers, and customized asset allocation, with ongoing portfolio monitoring and risk management.
Based on Corient
Based on Corient
Possible flat fees charged at firm's discretion based on certain criteria; financial planning fees may also be flat fees
Hourly rates apply for certain financial planning and consulting services as agreed upon
Account minimum: $250,000 to $5 million (varies by strategy) Minimum fee: For retirement plan services, minimum quarterly fee of $5,000 Fee-only: Financial planning fees are negotiated and billed monthly in advance; tax services provided by affiliate for additional fees
Miami, FL
830 Brickell Plaza, Suite 4800
Miami FL 33131
Advisors at this office
5
Florida
1 year of industry experience
Surplus Steel & Supply
2025 - Present • 1 year
Apopka, FL
Corient Services LLC
2023 - Present • 3 years
Miami, FL
Corient
2023 - Present • 3 years
Miami, FL
Consulting Side Gig, LLC
2023 - 2024 • 1 year
Atlanta, GA
Unemployed
2023 - 2023 • 1 year
Atlanta, GA
Bravaldo Capital Advisors, Inc.
2022 - 2022 • 1 year
Atlanta, GA
StoneX Group Inc
2021 - 2021 • 1 year
Atlanta, GA
University of Wisconsin-Madison
2019 - 2023 • 4 years
Madison, WI
The Ivy Buckhead
2019 - 2019 • 1 year
Atlanta, GA
Unemployed
2019 - 2019 • 1 year
College Park, GA
Student
2015 - 2019 • 4 years
Collage Park, GA
The Icebox - Cool Stuff, LLC
2006 - Present • 20 years
Atlanta, GA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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