CM
Casey R. Mccurdy
DESERT ROSE CAPITAL MANAGEMENT
Reno, NV 89511
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CRD#: 6340662
CM
Professional summary
Casey Ray Mccurdy is a registered financial advisor currently at DESERT ROSE CAPITAL MANAGEMENT, INC. located in Reno, Nevada.
Casey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Casey has worked at 3 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) Aspen Creek Capital Management, LLC investment related, DBA name for Redhawk Advisory business and insurance. Reno, NV, Insurance Agency, Field Vice President, Start Date 05/2018, approximately 40 hours per month with 0 hours devoted during securities trading hours, Helping clients with long term planning through life insurance, annuities, and health insurance
CRS (Client Relationship Summary) - RIA
Click below to view Casey Ray Mccurdy's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
August 23, 2023 - Present
DESERT ROSE CAPITAL MANAGEMENT, INC.
Office #1: 5470 Kietzke Lane, Suite 300, Reno, NV 89511RIA
CRD#: 154331
Reno, NV
Past
June 21, 2021 - July 21, 2023
REDHAWK WEALTH ADVISORS, INC.
RIA
CRD#: 146616
RENO, NV
Past
October 9, 2020 - May 24, 2021
COPPELL ADVISORY SOLUTIONS LLC
RIA
CRD#: 156549
Reno, NV
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
DR
DESERT ROSE CAPITAL MANAGEMENT, INC.
DESERT ROSE CAPITAL MANAGEMENT INC. | DESERT ROSE CAPITAL MANAGEMENT, INC.
CRD#: 154331 / SEC#: 801-124883
RIA
Registered Investment Advisory firm - (5/3/2022 Approved)Arizona
Registered Investment Advisory firm - (5/16/2022 Terminated)California
Registered Investment Advisory firm - (6/15/2022 Terminated)Idaho
Registered Investment Advisory firm - (5/16/2022 Terminated)Louisiana
Registered Investment Advisory firm - (5/31/2022 Terminated)North Carolina
Registered Investment Advisory firm - (12/14/2017 Terminated)Oregon
Registered Investment Advisory firm - (8/4/2022 Terminated)Texas
Registered Investment Advisory firm - (5/16/2022 Terminated)Utah
Registered Investment Advisory firm - (5/16/2022 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Nevada(8/23/2023)
Current Firm
DR
DESERT ROSE CAPITAL MANAGEMENT, INC.
DESERT ROSE CAPITAL MANAGEMENT INC. | DESERT ROSE CAPITAL MANAGEMENT, INC.
CRD#: 154331 / SEC#: 801-124883
RIA
Registered Investment Advisory firm - (5/3/2022 Approved)Arizona
Registered Investment Advisory firm - (5/16/2022 Terminated)California
Registered Investment Advisory firm - (6/15/2022 Terminated)Idaho
Registered Investment Advisory firm - (5/16/2022 Terminated)Louisiana
Registered Investment Advisory firm - (5/31/2022 Terminated)North Carolina
Registered Investment Advisory firm - (12/14/2017 Terminated)Oregon
Registered Investment Advisory firm - (8/4/2022 Terminated)Texas
Registered Investment Advisory firm - (5/16/2022 Terminated)Utah
Registered Investment Advisory firm - (5/16/2022 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2929 W. Navigator Drive Ste. 300, Meridian, ID 83642
Mailing Address
Phone number
(208) 297-2710
Established
Firm type
Fiscal year end
# of Employees
19
SEC notice filing (24 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 686 |
| AUM (Assets Under Management) | $ 112,679,913 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
