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Detailed Report
DAVID WILLIAM SHIELL
DAVID SHIELL
CRD#: 3084744
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Investment Adviser
MAI CAPITAL MANAGEMENT, LLCCRD#: 109807 Lakeside, MT
Registration History
2002200420062008201020122014201620182020202220242026IAMAI CAPITAL MANAGEMENT, LLC (CRD# 109807)2022 - Present (2 years)IAINTERSECT CAPITAL LLC (CRD# 122418)2002 - 2022 (19 years)IABIG SKY ASSET MANAGEMENT LLC (CRD# 124813)2013 - 2021 (7 years)
License(s)

State Registrations

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California 8/12/2022
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Montana 9/11/2023
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Hawaii 8/16/2022
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Nebraska 8/12/2022
Current Registration(s)
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MAI CAPITAL MANAGEMENT, LLC (CRD#:109807)
Lakeside, MT
Registered with this firm since 8/12/2022
Previous Registration(s)
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 10/30/2002 - 08/05/2022 INTERSECT CAPITAL LLC (CRD#:122418) SAN RAMON, CA
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 10/07/2013 - 03/24/2021 BIG SKY ASSET MANAGEMENT LLC (CRD#:124813) SAN RAMON, CA
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.