Casey Ray Mccurdy
Investment adviser representative at Desert Rose Capital Management, Inc.
11 yearsExperience
1 stateRegistered in
$192.1MFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Desert Rose Capital Management, Inc.Aug 2023 to now
- Aspen Creek Capital Management, LLCMay 2018 to now
- Redhawk Wewalth Advisors, Inc.May 2021 to Aug 2023
- Fusion Capital ManagementAug 2020 to May 2021
- Appreciation FinancialMay 2015 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (NV).
Desert Rose Capital Management, Inc.
$192.1MAssets managed
735Clients
12Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6340662
- Firm CRD
- 154331