Spencer William Anderson

Employer firm

Desert Rose Capital Management, Inc. CRD 154331

$192M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2013 → 05/2021
  Packaging Corporation Of America
  Boise, ID
• 05/2021 → 08/2023
  The Church Of Jesus Christ Of Latter-Day Saints
  Boise, ID
• 05/2023 → Present
  United States Army Reserves
  Boise, ID
• 03/2024 → Present
  Desert Rose Capital Management, Inc.
  Meridian, ID
• 10/2023 → 03/2024
  Legacy Wealth Management Llc
  Boise, ID

Previous Registrations

• 2023-10-20 → 2024-03-12
  Legacy Wealth Management, Llc
  Boise, ID

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-10-20