Unclaimed Profile

Andrea Elizabeth Camoin

SMITH BROTHERS FINANCIAL, LLC·GLASTONBURY, Connecticut

SIE, Series 6TO, Series 7, Series 9, Series 10, Series 24, Series 63, Series 65CFP ChFCClean record16 years registeredSMITH BROTHERS FINANCIAL, LLC

68 NATIONAL DRIVE, GLASTONBURY, CT 06033CRD# 2550502Firm CRD# 322951

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Andrea Elizabeth Camoin · GLASTONBURY, CT

Registration

CRD #2550502 · SMITH BROTHERS FINANCIAL, LLC · 16 years registered

Brand Profile

Not yet started

Career History

SMITH BROTHERS FINANCIAL, LLC

Jan 2023 – present

M HOLDINGS SECURITIES, INC.

Feb 2021 – Jan 2023

GLASTONBURY, CT

MARINER FINANCIAL GROUP, LLC

Mar 2017 – Jan 2023

GLASTONBURY, CT

LPL FINANCIAL LLC

Jul 2011 – Jul 2017

GLASTONBURY, CT

THE WESTERMAN GROUP, LLC

Apr 2010 – Jun 2011

MANCHESTER, CT

Registrations & Exams

FINRA examinations passed

SIE

Series 6TO

Series 7

Series 9

Series 10

Series 24

Series 63

Series 65

Registration record

First registered · April 30, 2010

Years registered · 16

Professional designations · CFP, ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SMITH BROTHERS FINANCIAL, LLC

CRD 322951 · SEC 801-126687

AUM

$847M

Regulatory assets under management

Employees

387 client accounts

Services offered by SMITH BROTHERS FINANCIAL, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SMITH BROTHERS FINANCIAL, LLC →

Introduction

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Frequently Asked Questions

What services does Andrea Elizabeth Camoin offer?

Andrea Elizabeth Camoin specializes in Financial Planning, Investment Management. Contact their office in GLASTONBURY, Connecticut for a consultation.

What are Andrea Elizabeth Camoin's credentials?

Andrea Elizabeth Camoin holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Andrea Elizabeth Camoin located?

Andrea Elizabeth Camoin is based in GLASTONBURY, Connecticut, working with SMITH BROTHERS FINANCIAL, LLC. Their office serves clients in the GLASTONBURY metropolitan area and surrounding communities.

How does Andrea Elizabeth Camoin charge for services?

Andrea Elizabeth Camoin's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SMITH BROTHERS FINANCIAL, LLC?

SMITH BROTHERS FINANCIAL, LLC has approximately 8 employees and manages $847M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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