William James Obrien
Investment adviser representative at Gamma Investing LLC
12 yearsExperience
2 statesRegistered in
$2.3BFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- Gamma Investing LLCJul 2022 to now
- Little Harbor AdvisorsNov 2021 to Jul 2022
- Van Eck Associates CorporationAug 2014 to Sep 2021
- Van Eck Securities CorporationAug 2014 to Sep 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 66 · Uniform Combined State Law2007
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (CA, MA).
Gamma Investing LLC
$2.3BAssets managed
1,975Clients
7Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3213295
- Firm CRD
- 312573