CM

Casey Ray Mccurdy

DESERT ROSE CAPITAL MANAGEMENT

Reno, NV

·CRD# 6340662·6 years registered

About Casey

Disclosures

Contact

Videos & Posts

Professional Background

Firm Detail

Other Business Activities

More

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.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

What Are Financial Values and How to Align Them With Your Financial Goals

What Are Financial Values and How to Align Them With Your Financial Goals

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

6 years registered in the securities industry

Current & Past Employments

Current

DESERT ROSE CAPITAL MANAGEMENT, INC.Current·CRD# 154331

RIA

5470 Kietzke Lane, Suite 300, Reno, NV 89511

August 23, 2023 - Present

Past

REDHAWK WEALTH ADVISORS, INC.Past·CRD# 146616

RIA

Reno, NV

June 21, 2021 - July 21, 2023

COPPELL ADVISORY SOLUTIONS LLCPast·CRD# 156549

RIA

Reno, NV

October 9, 2020 - May 24, 2021

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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 - SEC (5/3/2022 Approved)

Arizona

Registered Investment Advisory firm - Arizona (5/16/2022 Terminated)

California

Registered Investment Advisory firm - California (6/15/2022 Terminated)

Idaho

Registered Investment Advisory firm - Idaho (5/16/2022 Terminated)

Louisiana

Registered Investment Advisory firm - Louisiana (5/31/2022 Terminated)

North Carolina

Registered Investment Advisory firm - North Carolina (12/14/2017 Terminated)

Oregon

Registered Investment Advisory firm - Oregon (8/4/2022 Terminated)

Texas

Registered Investment Advisory firm - Texas (5/16/2022 Terminated)

Utah

Registered Investment Advisory firm - Utah (5/16/2022 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

2929 W. Navigator Drive Ste. 320, Meridian, ID 83642

Phone Number

(208) 297-2710

# of Employees

22

SEC notice filing (39 States and Territories)

Registered to provide investment advisory services in 39 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

DESERT ROSE FORM ADV PART 2A BROCHURE (3/20/2026)

Regulatory Assets Under Management

Total Number of Accounts

1,144

AUM (Assets Under Management)

$192,134,096

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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. 2) Hunting Guide. Not Investment Related. Start Date 11/2024, 2 weeks per year. Pine Peak Outfitters. Ely, NV. Sub-Guide.

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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 - SEC (5/3/2022 Approved)

Arizona

Registered Investment Advisory firm - Arizona (5/16/2022 Terminated)

California

Registered Investment Advisory firm - California (6/15/2022 Terminated)

Idaho

Registered Investment Advisory firm - Idaho (5/16/2022 Terminated)

Louisiana

Registered Investment Advisory firm - Louisiana (5/31/2022 Terminated)

North Carolina

Registered Investment Advisory firm - North Carolina (12/14/2017 Terminated)

Oregon

Registered Investment Advisory firm - Oregon (8/4/2022 Terminated)

Texas

Registered Investment Advisory firm - Texas (5/16/2022 Terminated)

Utah

Registered Investment Advisory firm - Utah (5/16/2022 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

IAR

Nevada
(8/23/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Aug 2020About the Series 65 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Casey Ray Mccurdy's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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