AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
AC

Andrea E. Camoin

SMITH BROTHERS FINANCIAL
WEST HARTFORD, CT 06107
Some features on this profile are disabled
CRD#: 2550502
AC

Professional summary

Andrea Elizabeth Camoin, AIF®, CFP®, who also goes by Andrea O'hanley Consedine, Andrea Ohanley Consedine, Andrea E O'hanley, Andrea Elizabeth O'hanley, Andrea Elizabeth Ohanley, is a registered financial advisor currently at SMITH BROTHERS FINANCIAL, LLC located in West Hartford, Connecticut and LPL FINANCIAL LLC located in Glastonbury, Connecticut.

Andrea is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Andrea has worked at 8 firms and has passed the Series 65, Series 63, Series 6TO, SIE, Series 7, Series 24, Series 10 and Series 9 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Andrea O'hanley Consedine | Andrea Ohanley Consedine | Andrea E O'hanley | Andrea Elizabeth O'hanley | Andrea Elizabeth Ohanley

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) 01/03/2023 Smith Brothers Financial, LLC - DBA for LPL Business (entity for LPL business) - inv rel - at reported location(s) 2) 01/03/2023 Real Estate Rentals - 25 Fox Mead, Suffield, CT 06078 inv rel 12/01/2021 3) 01/03/2023 Smith Brothers Insurance, LLC - inv rel - Non-Variable Insurance- 01/04/2023 4) 01/11/2023 - Smith Brothers Financial, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date: 01/04/2023 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Smith Brothers Financial, LLC, an independent investment advisor firm. I started this business activity in 01/2023. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5) 08/25/2023 - Rise Above Financial Services, LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 11/10/2022 - 1 Hour Per Month/ 0 Hours During Trading

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrea Elizabeth Camoin's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
AIF®

Accredited Investment Fiduciary

CFP®

Certified Financial Planner

Experience

Current

January 5, 2023 - Present

SMITH BROTHERS FINANCIAL, LLC

Office #1: 7 South Main Street, West Hartford, CT 06107
RIA
CRD#: 322951
WEST HARTFORD, CT
Current

January 3, 2023 - Present

LPL FINANCIAL LLC

Office #1: 68 National Drive, Glastonbury, CT 06033
RIA
BD
CRD#: 6413
Glastonbury, CT
Past

February 13, 2021 - January 17, 2023

M HOLDINGS SECURITIES, INC.

RIA
CRD#: 43285
GLASTONBURY, CT
Past

February 13, 2021 - January 17, 2023

M HOLDINGS SECURITIES, INC.

BD
CRD#: 43285
GLASTONBURY, CT
Past

March 6, 2017 - January 23, 2023

MARINER FINANCIAL GROUP, LLC

RIA
CRD#: 287649
GLASTONBURY, CT
Past

July 5, 2011 - July 17, 2017

LPL FINANCIAL LLC

RIA
CRD#: 6413
GLASTONBURY, CT
Past

July 5, 2011 - February 23, 2021

LPL FINANCIAL LLC

BD
CRD#: 6413
GLASTONBURY, CT
Past

July 16, 2010 - May 3, 2011

SILVER OAK SECURITIES, INCORPORATED

BD
CRD#: 46947
MANCHESTER, CT
Past

April 30, 2010 - June 30, 2011

THE WESTERMAN GROUP, LLC

RIA
CRD#: 135525
MANCHESTER, CT
Past

March 20, 2006 - April 6, 2010

M HOLDINGS SECURITIES, INC.

BD
CRD#: 43285
WINDSOR, CT
Past

October 4, 2005 - December 7, 2005

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

January 28, 2004 - June 17, 2005

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

August 24, 1999 - December 17, 2003

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SB
SMITH BROTHERS FINANCIAL, LLC
SMITH BROTHERS FINANCIAL, LLC

CRD#: 322951 / SEC#: 801-126687

RIA
Registered Investment Advisory firm - (9/30/2022 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Connecticut
(1/3/2023)
IAR
Connecticut
(1/5/2023)
RR
Florida
(7/7/2023)
RR
Massachusetts
(6/6/2025)
RR
New Hampshire
(5/8/2023)
RR
South Carolina
(4/4/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/29/2010
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 2/11/2000
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 1/2/2023
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/23/1999
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 2/15/2011
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 10
Date: 10/24/2002
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 8/19/2002
General Securities Sales Supervisor - Options Module Examination
SRO Registrations
RR
FINRA

Current Firm

SB
SMITH BROTHERS FINANCIAL, LLC
SMITH BROTHERS FINANCIAL, LLC

CRD#: 322951 / SEC#: 801-126687

RIA
Registered Investment Advisory firm - (9/30/2022 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
68 National Drive, Glastonbury, CT 06033
Mailing Address
Phone number
(800) 426-6946
Established
Firm type
Fiscal year end
# of Employees
8

SEC notice filing (8 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SMITH BROTHERS DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (6/18/2025)

Regulatory assets under management

Total Number of Accounts448
AUM (Assets Under Management)$ 999,160,152

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

SMITH BROTHERS FINANCIAL, LLC

CRD#: 322951West Hartford, CT 06107

TRUST BUT VERIFY

Monitor Andrea Camoin

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Samuel Elias Kaplowitz
Samuel KaplowitzAdvisorCheck Check Mark
BREACHWAY INVESTMENTS, LLC
IAR
West Hartford, CT
Richard R Rake
Richard RakeAdvisorCheck Check Mark
FINANCIAL RESOURCES GROUP, LLC
IAR
GLASTONBURY, CT
Michael Edward Chadwick
Michael ChadwickAdvisorCheck Check Mark
FISCAL WISDOM WEALTH MANAGEMENT LLC
IAR
RR
Canton, CT
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2025 AdvisorCheck, an AIMR Analytics company. All rights reserved.