Frank Louis Maurno Iii
CFP®Professional Summary
Frank Louis Maurno III, CFP®, who also goes by Frank Louis Maurno, is a registered financial advisor currently at ONE + ONE WEALTH MANAGEMENT, LLC located in Jupiter, Florida. Frank is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Frank has worked at 4 firms and has passed the Series 65, Series 63, Series 7TO, SIE, Series 3 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Frank Louis Maurno
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Credentials
Years of Experience
31 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
ONE + ONE WEALTH MANAGEMENT, LLC
Contact Information
Main Address
1061 E. Indiantown Road Suite 300, Jupiter, FL 33477Phone Number
(561) 972-4913# of Employees
5SEC notice filing (10 States and Territories)
Registered to provide investment advisory services in 10 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
793AUM (Assets Under Management)
$382,956,903Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
ONE + ONE WEALTH MANAGEMENT, LLC
State Registrations and Notice Filings
(11/17/2020)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Frank Louis Maurno III's CRS (Customer Relationship Summary).
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