Drew M. Mccurdy
Investment adviser representative at Desert Rose Capital Management, Inc.
20 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
20 years in the industry.
- Desert Rose Capital Management, Inc.Jul 2023 to now
- Aspen Creek FinancialApr 2018 to now
- Its ConglobalMar 2006 to now
- Appreciation FinancialApr 2017 to Apr 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7786003
- Firm CRD
- 154331