Joshua W. Cruz
BUCKET LIST WEALTH MANAGEMENT
THE VILLAGES, FL 32162
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CRD#: 6456893
Professional summary
Joshua William Cruz, CFP® is a registered financial advisor currently at BUCKET LIST WEALTH MANAGEMENT, LLC located in The Villages, Florida.
Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Joshua has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
INDEPENDENT INSURANCE AGENT; INVESTMENT RELATED; SINCE 01/2018; INSURANCE SALES; SPENDS 0 HRS/MTH; DOES NOT ACTIVELY USE LICENSE.
CRS (Client Relationship Summary) - RIA
Click below to view Joshua William Cruz's 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®
Start date: 2020
Experience
Current
May 17, 2017 - Present
BUCKET LIST WEALTH MANAGEMENT, LLC
Office #1: 8564 East County Road 466, Suite 203, The Villages, FL 32162RIA
CRD#: 286494
THE VILLAGES, FL
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".
BL
BUCKET LIST WEALTH MANAGEMENT, LLC
BUCKET LIST WEALTH MANAGEMENT, LLC
CRD#: 286494 / SEC#: 801-130410
RIA
Registered Investment Advisory firm - (6/3/2024 Approved)Florida
Registered Investment Advisory firm - (6/10/2024 Terminated)Louisiana
Registered Investment Advisory firm - (6/26/2024 Terminated)Michigan
Registered Investment Advisory firm - (6/24/2024 Terminated)Minnesota
Registered Investment Advisory firm - (6/11/2024 Terminated)Ohio
Registered Investment Advisory firm - (6/11/2024 Terminated)Texas
Registered Investment Advisory firm - (6/10/2024 Terminated)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(5/17/2017)
IAR
Michigan(3/12/2021)
Current Firm
BL
BUCKET LIST WEALTH MANAGEMENT, LLC
BUCKET LIST WEALTH MANAGEMENT, LLC
CRD#: 286494 / SEC#: 801-130410
RIA
Registered Investment Advisory firm - (6/3/2024 Approved)Florida
Registered Investment Advisory firm - (6/10/2024 Terminated)Louisiana
Registered Investment Advisory firm - (6/26/2024 Terminated)Michigan
Registered Investment Advisory firm - (6/24/2024 Terminated)Minnesota
Registered Investment Advisory firm - (6/11/2024 Terminated)Ohio
Registered Investment Advisory firm - (6/11/2024 Terminated)Texas
Registered Investment Advisory firm - (6/10/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
8564 East County Road 466, Suite 203, The Villages, FL 32162
Mailing Address
Phone number
(352) 307-8652
Established
Firm type
Fiscal year end
# of Employees
2
SEC notice filing (13 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 414 |
| AUM (Assets Under Management) | $ 162,568,838 |
Red Flags
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Company Information
BUCKET LIST WEALTH MANAGEMENT, LLC
CRD#: 286494The Villages, FL 32162TRUST BUT VERIFY
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