Spencer Anderson has been an investment adviser representative at Desert Rose Capital Management since March 2024, 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.
Spencer Anderson is Wealth Advisor of Desert Rose Capital Management. He has two years of experience as a financial advisor, following a decade of leadership in corporate logistics and finance. He is a Second Lieutenant Chaplain Candidate in the Army Reserve and previously spent three years teaching religious education.
Spencer Anderson’s longest registration is the current one, 2 years at Desert Rose Capital Management since 2024. Before joining Desert Rose Capital Management in 2024, Spencer Anderson was registered through Legacy Wealth Management, LLC.
- – present · 2 yearsBartlett, TN · Adviser representative · Firm CRD 154331
- Legacy Wealth Management, LLC– · under a yearBoise, ID · Adviser representative · Firm CRD 174767
Investment adviser representative registrations
Spencer Anderson is registered as an investment adviser representative in Idaho, since March 2024.
- IdahoSince 14 March 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 20 October 2023 |
| Series 7 | General Securities Representative Examination | 24 October 2012 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Full name
- Spencer William Anderson
- CRD
- 6104545
- Firm
- Desert Rose Capital Management · CRD 154331
- Office
- Bartlett, TN
- Registration
- Investment adviser registration
- In the industry since
- October 2023
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- desertrosecapital.com
Where does Spencer Anderson work?
Spencer Anderson is an investment adviser representative registered through Desert Rose Capital Management, Inc. since March 2024, and is not listed among the firm’s executive officers or direct owners.
Is Spencer Anderson a financial advisor?
Yes. Spencer Anderson has a current investment-adviser registration in Idaho, through Desert Rose Capital Management since March 2024.
How many years of experience does Spencer Anderson have?
Spencer Anderson has 3 years in the financial industry, since October 2023, across 2 adviser firms.
What exams has Spencer Anderson passed?
Spencer Anderson has passed 2 licensing exams: the Series 7 and Series 65. The earliest, the Series 7, was passed in October 2012.
Where did Spencer Anderson work before Desert Rose Capital Management?
Before Desert Rose Capital Management, Spencer Anderson was registered through Legacy Wealth Management, LLC, October 2023 to March 2024.
Where is Spencer Anderson based?
Spencer Anderson’s registered office is in Bartlett, TN.
Is Spencer Anderson registered with FINRA?
No. Spencer Anderson has no current broker registration.
How can I verify Spencer Anderson’s record?
Search CRD 6104545 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Spencer Anderson’s full registration record.
