Casey
Mccurdy

Desert Rose Capital Management, Inc

CRD#6340662
Investment Advisor
in Reno, NV

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About this Advisor

Casey Mccurdy is a financial advisor based in Reno, Nevada, working with Desert Rose Capital Management, Inc. Casey has previously held positions at Cartlidge-Cartilidge & Co LLC, Appreciation Financial, Aspen Creek Capital Management, LLC, Fusion Capital Management, and Redhawk Wealth Advisors, Inc. Casey has passed the Series 65 regulatory exam and is registered to provide services in Nevada. Currently, Casey is part of Desert Rose Capital Management, Inc, which operates out of Reno, Nevada. The firm has 4 offices and 11 employees. The firm manages assets totaling $117.2 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, and other services. The fee structure at Desert Rose Capital Management, Inc includes asset-based fees.

Certifications and Registrations

Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Other

Fee Structure

Percentage of Assets

Office Location

5470 Kietzke Lane, Suite 300
Reno, NV 89511

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Desert Rose Capital Management, Inc Brokerage Details

Total Assets Under Management

$117,194,781

NV Average: $655,107,610
Total Number of Employees

11

NV Average: 12
Total Number of Accounts

701

NV Average: 770
Average Account Size

$167,182

NV Average: $850,789

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Other

Casey Mccurdy Work History

2021 - Present (4 years)

Redhawk Wewalth Advisors, Inc

2018 - Present (7 years)

Aspen Creek Capital Management, LLC

2020 - 2021 (1 year)

Fusion Capital Management

2015 - 2018 (3 years)

Appreciation Financial

2013 - 2015 (2 years)

Cartlidge-Cartilidge & Co LLC

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Disclosures

Please visit the SEC profile of Casey Mccurdy to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Desert Rose Capital Management, Inc

Rohit Jahagirdar
Meridian, ID
Valerie Coffey
Meridian, ID
Casey Mccurdy
Reno, NV
Spencer Anderson
Meridian, ID
Drew Mccurdy
Meridian, ID
Nathaniel Stoddard
Meridian, ID
Shaun Clearwater
Meridian, ID
John Carter
Meridian, ID

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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