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Daniel Patrick Quirk

Investment Adviser Representative at BUCKET LIST WEALTH MANAGEMENT, LLC

The Villages, FLCRD #6739784Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
9 yrs
States Registered
4 states
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Daniel Patrick Quirk has worked in the securities industry since 2017. They are registered to provide investment advisory services in Florida, Louisiana, Michigan, and Minnesota.

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 4 states
FloridaLouisianaMichiganMinnesota
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 12/12/2016

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.02
Source

Bucket LIST Wealth Management, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

BUCKET LIST WEALTH MANAGEMENT, LLCCurrent
4/17/2017The Villages, FL
AE WEALTH MANAGEMENT, LLC
1/13/20177/13/2017The Villages, FL

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at BUCKET LIST WEALTH MANAGEMENT, LLC

1 other advisor in the directory

View BUCKET LIST WEALTH MANAGEMENT, LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Daniel Patrick Quirk has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Daniel Patrick Quirk - Financial Advisor in The Villages, FL | AdvisorFinder