Daniel Quirk has been Managing Member/CCO of Bucket List Wealth Management since January 2017, is a control person of the firm and directly owns 75% or more of it.
Bucket List Wealth Management, LLC is a The Villages, FL firm with $224M under management, 482 clients and 2 advisers in one office, as of its March 2026 filing.
Daniel Quirk’s longest registration is the current one, 9 years at Bucket List Wealth Management since 2017. Before joining Bucket List Wealth Management in 2017, Daniel Quirk was registered through Ae Wealth Management, LLC.
- – present · 9 yearsThe Villages, FL · Adviser representative · Firm CRD 286494
- Ae Wealth Management, LLC– · under a yearThe Villages, FL · Adviser representative · Firm CRD 282580
Investment adviser representative registrations
Daniel Quirk is registered as an investment adviser representative in 6 states, as a resident of Ohio and Texas. The first approvals date from April 2017; the most recent is Ohio, in September 2022.
- FloridaSince 17 April 2017
- LouisianaSince 1 June 2021
- MichiganSince 17 March 2021
- MinnesotaSince 2 November 2021
- OhioResidentSince 1 September 2022
- TexasResidentSince 5 June 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 12 December 2016 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Daniel Patrick Quirk
- CRD
- 6739784
- Firm
- Bucket List Wealth Management · CRD 286494
- Role
- Managing Member/CCO
- Office
- 8564 EAST COUNTY ROAD 466,, SUITE 203, The Villages, FL 32162
- Registration
- Investment adviser registration
- In the industry since
- January 2017
- Disciplinary history
- Not yet shown here · SEC record
Where does Daniel Quirk work?
Daniel Quirk has been Managing Member/CCO of Bucket List Wealth Management, LLC since January 2017, and is a control person of the firm.
Is Daniel Quirk a financial advisor?
Yes. Daniel Quirk has a current investment-adviser registration in Florida, Louisiana, Michigan, Minnesota, Ohio and Texas, through Bucket List Wealth Management since April 2017.
How many years of experience does Daniel Quirk have?
Daniel Quirk has 9 years in the financial industry, since January 2017, across 2 adviser firms.
What exams has Daniel Quirk passed?
Daniel Quirk passed the Series 65 in December 2016.
Where is Daniel Quirk based?
Daniel Quirk’s registered office is in The Villages, FL.
Is Daniel Quirk registered with FINRA?
No. Daniel Quirk has no current broker registration.
How can I verify Daniel Quirk’s record?
Search CRD 6739784 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Daniel Quirk’s full registration record.