Drew McCurdy has been an investment adviser representative at Desert Rose Capital Management since July 2023, and is not listed among the firm’s executive officers or direct owners.
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.
Drew McCurdy is Wealth Advisor of Desert Rose Capital Management. He began his career in financial services in 2016, helping public employees and families understand and prepare for their financial future. In previous years he served as an operations manager, leading a team.
- – present · 3 yearsValley Springs, CA · Adviser representative · Firm CRD 154331
Investment adviser representative registrations
Drew McCurdy is registered as an investment adviser representative in California, since July 2023.
- CaliforniaSince 24 July 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 18 February 2023 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Drew M. McCurdy
- CRD
- 7786003
- Firm
- Desert Rose Capital Management · CRD 154331
- Office
- 42 S. Highway 26, Suite E, Valley Springs, CA 95252
- Registration
- Investment adviser registration
- In the industry since
- July 2023
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- desertrosecapital.com
Where does Drew McCurdy work?
Drew McCurdy is an investment adviser representative registered through Desert Rose Capital Management, Inc. since July 2023, and is not listed among the firm’s executive officers or direct owners.
Is Drew McCurdy a financial advisor?
Yes. Drew McCurdy has a current investment-adviser registration in California, through Desert Rose Capital Management since July 2023.
How many years of experience does Drew McCurdy have?
Drew McCurdy has 3 years in the financial industry, since July 2023, across 1 adviser firm.
What exams has Drew McCurdy passed?
Drew McCurdy passed the Series 65 in February 2023.
Where is Drew McCurdy based?
Drew McCurdy’s registered office is in Valley Springs, CA.
Is Drew McCurdy registered with FINRA?
No. Drew McCurdy has no current broker registration.
How can I verify Drew McCurdy’s record?
Search CRD 7786003 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Drew McCurdy’s full registration record.
