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Andrea Elizabeth Camoin

Investment adviser representative at Smith Brothers Financial, LLC
15 yearsExperience
2 statesRegistered in
ChFC®, CFP® certificationDesignations
$1.1BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

15 years in the industry.

  1. Smith Brothers Financial, LLCJan 2023 to now
  2. LPL Financial LLCJan 2023 to now
  3. M Holdings Securities, IncFeb 2021 to Jan 2023
  4. Mariner Financial Group, LLCFeb 2017 to Jan 2023
  5. LPL Financial LLCJul 2011 to Feb 2021

Designations

  • ChFC®
  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law2000
  • Series 65 · Uniform Investment Adviser Law2010

State registrations

Registered as an investment adviser representative in 2 states (CT, TX).

Smith Brothers Financial, LLC

$1.1BAssets managed
494Clients
8Advisers
4 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
2550502
Firm CRD
322951
Advisor's SEC record (opens in a new tab)
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