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Daniel Patrick Quirk

BUCKET LIST WEALTH MANAGEMENT, LLC·THE VILLAGES, Florida
Unclaimed Profile
8564 EAST COUNTY ROAD 466,, THE VILLAGES, FL 32162CRD# 6739784Firm CRD# 286494
01

About

Daniel Patrick Quirk is a registered financial advisor based in THE VILLAGES, Florida, affiliated with BUCKET LIST WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
BUCKET LIST WEALTH MANAGEMENT, LLC
BUCKET LIST WEALTH MANAGEMENT, LLC
AUM
$105M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at BUCKET LIST WEALTH MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6739784
Firm CRD# 286494
No disclosures on file
View on FINRA BrokerCheck →

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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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Other advisors in THE VILLAGES
Thomas Dekari Kerney — BLACKSTON'S FINANCIAL ADVISORY GROUP, LLCAndrea Evans Blackston — BLACKSTON'S FINANCIAL ADVISORY GROUP, LLCDavid S Blackston — BLACKSTON'S FINANCIAL ADVISORY GROUP, LLCWilliam Andrew Blackston — BLACKSTON'S FINANCIAL ADVISORY GROUP, LLCJoseph Phillip Arce — BLACKSTON'S FINANCIAL ADVISORY GROUP, LLC
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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