Casey McCurdy has been an investment adviser representative at Desert Rose Capital Management since August 2023, and is not listed among the firm’s executive officers or direct owners. Casey McCurdy studied at Indiana State University.
Desert Rose Capital Management, Inc. is a Meridian, ID firm with $192M under management, 735 clients and 10 advisers across 8 offices, as of its March 2026 filing.
Casey McCurdy is Wealth Advisor of Desert Rose Capital Management. He has been in the finance and insurance industry for the past 10 years. After college he worked in a CPA's office before starting his own insurance agency, and he works with clients across the country on their financial goals.
Casey McCurdy’s longest registration is the current one, 3 years at Desert Rose Capital Management since 2023. Before joining Desert Rose Capital Management in 2023, Casey McCurdy was registered through Redhawk Wealth Advisors, Inc. and Coppell Advisory Solutions LLC.
- – present · 3 yearsReno, NV · Adviser representative · Firm CRD 154331
- Redhawk Wealth Advisors, Inc.– · 2 yearsReno, NV · Adviser representative · Firm CRD 146616
- Coppell Advisory Solutions LLC– · under a yearReno, NV · Adviser representative · Firm CRD 156549
Investment adviser representative registrations
Casey McCurdy is registered as an investment adviser representative in Nevada, since August 2023.
- NevadaSince 23 August 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 1 August 2020 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Casey Ray McCurdy
- CRD
- 6340662
- Firm
- Desert Rose Capital Management · CRD 154331
- Office
- 5470 Kietzke Lane, Suite 300, Reno, NV 89511
- Registration
- Investment adviser registration
- In the industry since
- December 2020
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- desertrosecapital.com
Where does Casey McCurdy work?
Casey McCurdy is an investment adviser representative registered through Desert Rose Capital Management, Inc. since August 2023, and is not listed among the firm’s executive officers or direct owners.
Is Casey McCurdy a financial advisor?
Yes. Casey McCurdy has a current investment-adviser registration in Nevada, through Desert Rose Capital Management since August 2023.
How many years of experience does Casey McCurdy have?
Casey McCurdy has 5 years in the financial industry, since December 2020, across 3 adviser firms.
What exams has Casey McCurdy passed?
Casey McCurdy passed the Series 65 in August 2020.
Where did Casey McCurdy work before Desert Rose Capital Management?
Before Desert Rose Capital Management, Casey McCurdy was registered through Redhawk Wealth Advisors, Inc., June 2021 to July 2023; Coppell Advisory Solutions LLC, October 2020 to May 2021.
Where is Casey McCurdy based?
Casey McCurdy’s registered office is in Reno, NV.
Is Casey McCurdy registered with FINRA?
No. Casey McCurdy has no current broker registration.
How can I verify Casey McCurdy’s record?
Search CRD 6340662 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Casey McCurdy’s full registration record.
