Frank L. Maurno

ONE + ONE WEALTH MANAGEMENT

Jupiter, FL 33477

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CRD#: 2653683

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.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Frank Louis Maurno

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) 02/1996 INDEPENDENT LICENSED INSURANCE AGENT; INVESTMENT RELATED; LIFE INCLUDING VARIABLE LIFE, ANNUITIES INCLUDING VARIABLE AND HEALTH. 2) 01/01/2012 ST. JUDE CATHOLIC CHURCH; NON PROFIT ORG - TEQUESTA, FL; MEMBER OF FINANCE COMMITTEE/ADVISOR/VOLUNTEER POSITION/FOUNDER/LEADERSHIP; NOT INVESTMENT RELATED; APPROXIMATELY 2 HOURS PER MONTH/0 HOURS DURING TRADING HOURS; FINANCE COMMITTEE, REVIEW FINANCIALS ON QUARTERLY BASIS & PROVIDE FEEDBACK TO PASTOR. 3) 12/01/2017 LEGATUS; RELIGIOUS - JUPITER, FL; BOARD MEMBER/TREASURER; NOT INVESTMENT RELATED; APPROXIMATELY 1 HOURS PER MONTH/1 HOURS DURING TRADING HOURS; MAINTAIN MEMBERSHIP AND ORGANIZING SPEAKERS FOR MONTHLY EVENTS AND TREASURER.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Frank Louis Maurno III'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®

CFP^®

Certified Financial Planner

Start date: 2000

Experience

Current

November 13, 2020 - Present

ONE + ONE WEALTH MANAGEMENT, LLC

Office #1: 1061 E. Indiantown Road Suite 300, Jupiter, FL 33477

RIA

CRD#: 310906

Jupiter, FL

Past

February 21, 2006 - November 25, 2020

RAYMOND JAMES & ASSOCIATES, INC.

RIA

CRD#: 705

PALM BEACH GARDENS, FL

Past

February 3, 2006 - November 25, 2020

RAYMOND JAMES & ASSOCIATES, INC.

CRD#: 705

PALM BEACH GARDENS, FL

Past

January 20, 1998 - February 7, 2006

LEGG MASON WOOD WALKER, INCORPORATED

RIA

CRD#: 6555

PALM BEACH, FL

Past

January 20, 1998 - February 7, 2006

LEGG MASON WOOD WALKER, INCORPORATED

CRD#: 6555

BALTIMORE, MD

Past

October 10, 1995 - January 22, 1998

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

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".

O+

ONE + ONE WEALTH MANAGEMENT, LLC

CRD#: 310906 / SEC#: 801-119677

RIA

Registered Investment Advisory firm - (10/23/2020 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.

Highlighted states indicate IAR registrations

IAR

Florida
(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

State Security Law Exam

IAR

Series 65

Date: 10/13/1995

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/13/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 3/8/2024

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 3

Date: 7/9/1996

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 10/9/1995

General Securities Representative Examination

Current Firm

O+

ONE + ONE WEALTH MANAGEMENT, LLC

CRD#: 310906 / SEC#: 801-119677

RIA

Registered Investment Advisory firm - (10/23/2020 Approved)

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Contact information

Main Address

1061 E. Indiantown Road Suite 300, Jupiter, FL 33477

Mailing Address

Phone number

(561) 972-4913

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ONE + ONE WEALTH MANAGEMENT, LLC ADV BROCHURE (5/16/2025)

Regulatory assets under management

Total Number of Accounts	692
AUM (Assets Under Management)	$ 270,914,000

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.

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Firm Stability Insights

Frank L. Maurno

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Frank Louis Maurno III's CRS (Customer Relationship Summary).

Certified licenses

Experience

RAYMOND JAMES & ASSOCIATES, INC.

RAYMOND JAMES & ASSOCIATES, INC.

LEGG MASON WOOD WALKER, INCORPORATED

LEGG MASON WOOD WALKER, INCORPORATED

PRUDENTIAL EQUITY GROUP, LLC

Primary Firm SEC Registration

ONE + ONE WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/13/1995

Series 63

Date: 10/13/1995

Series 7TO

Date: 3/8/2024

SIE

Date: 10/1/2018

Series 3

Date: 7/9/1996

Series 7

Date: 10/9/1995

Current Firm

ONE + ONE WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ONE + ONE WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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