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Spencer William Anderson

Investment Adviser Representative at DESERT ROSE CAPITAL MANAGEMENT, INC.

Meridian, IDCRD #6104545Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
3 yrs
States Registered
1 states
Exams Passed
2

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Spencer William Anderson has worked in the securities industry since 2023. They are registered to provide investment advisory services in Idaho.

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Idaho
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 10/20/2023
Series 7
General Securities Representative Examination
Passed 10/24/2012

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
Sub-advisor: under $5M0.85%
Sub-advisor: $5M-$10M0.75%
Sub-advisor: over $10M0.65%
Primary advisor: under $250K1.85%
Primary advisor: $250K-$500K1.75%
Primary advisor: $500K-$1M1.65%
Primary advisor: $1M-$3M1.35%
Primary advisor: $3M-$5M1.25%
Primary advisor: over $5M1.00%
Reserve/dual-purpose accounts (flat)0.75%
Account minimum: $50,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Desert ROSE Capital Management, Inc. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

DESERT ROSE CAPITAL MANAGEMENT, INC.Current
3/14/2024Meridian, ID
LEGACY WEALTH MANAGEMENT, LLC
10/20/20233/12/2024Boise, ID

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at DESERT ROSE CAPITAL MANAGEMENT, INC.

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View DESERT ROSE CAPITAL MANAGEMENT, INC. firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Spencer William Anderson has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Spencer William Anderson - Financial Advisor in Meridian, ID | AdvisorFinder