Smith Brothers Financial, LLC

Overview

Smith Brothers Financial, LLC is an SEC registered investment adviser based in Glastonbury, CT, registered since 2022. It reports $1.1B in assets under management across 487 accounts, with 7 employees. It has 8 investment adviser representatives.

Reported AUM

$1.1B

Discretionary

78%

Accounts

487

Average account

$2.3M

Employees

7

Advisory reps

8

Registered since

2022

Jurisdictions

8

As reported in the firm's August 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees and Percentage of Assets. Sponsors a wrap fee program.

Executive officers 3 of 5

• Joseph Brian Smith Chief Executive Officer CRD 4692642
• Timothy Howard Prewitt President CRD 5092660
• Andrea Elizabeth Camoin Chief Compliance Officer CRD 2550502

2 more executive officers, with direct contact details

Advisory reps 3 of 8

• Andrea Elizabeth Camoin Insurance Agent · Registered Rep · Investment Adviser Rep CRD 2550502
• Jeffrey P Giantonio Insurance Agent · Registered Rep · Investment Adviser Rep CRD 2660402
• Stephen R Michaels Insurance Agent · Registered Rep · Investment Adviser Rep CRD 4398984

5 more advisory reps, with emails, phones and branch locations

Location

Headquarters

68 National Dr
Glastonbury, CT 06033

County

Capitol

Metro area

Hartford-East Hartford-Middletown, CT

Region

Northeast

Registrations

• SEC registered
• Registered in 8 jurisdictions
• Website: smithbrothersusa.com

Every state, with registration dates

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