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Daniel Patrick Quirk

BUCKET LIST WEALTH MANAGEMENT, LLC·THE VILLAGES, Florida
Series 65Clean record9 years registeredBUCKET LIST WEALTH MANAGEMENT, LLC
8564 EAST COUNTY ROAD 466,, THE VILLAGES, FL 32162CRD# 6739784Firm CRD# 286494

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Daniel Patrick Quirk · THE VILLAGES, FL
Registration
CRD #6739784 · BUCKET LIST WEALTH MANAGEMENT, LLC · 9 years registered
Brand Profile
Not yet started
01

Career History

BUCKET LIST WEALTH MANAGEMENT, LLC
Apr 2017 – present
AE WEALTH MANAGEMENT, LLC
Jan 2017 – Jul 2017
The Villages, FL
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · January 13, 2017
Years registered · 9
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BUCKET LIST WEALTH MANAGEMENT, LLC
CRD 286494 · SEC 801-130410
AUM
$105M
Regulatory assets under management
Employees
3
343 client accounts
Services offered by BUCKET LIST WEALTH MANAGEMENT, LLC
Per Form ADV
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
View all advisors at BUCKET LIST WEALTH MANAGEMENT, LLC →
Introduction

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05

Frequently Asked Questions

What services does Daniel Patrick Quirk offer?
Daniel Patrick Quirk specializes in Investment Management, Fee-Only Advisory. Contact their office in THE VILLAGES, Florida for a consultation.
What are Daniel Patrick Quirk's credentials?
Daniel Patrick Quirk is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Patrick Quirk located?
Daniel Patrick Quirk is based in THE VILLAGES, Florida, working with BUCKET LIST WEALTH MANAGEMENT, LLC. Their office serves clients in the THE VILLAGES metropolitan area and surrounding communities.
How does Daniel Patrick Quirk charge for services?
Daniel Patrick Quirk's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BUCKET LIST WEALTH MANAGEMENT, LLC?
BUCKET LIST WEALTH MANAGEMENT, LLC has approximately 3 employees and manages $105M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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