David Shilling has been an investment adviser representative at Altitude Capital Management since January 2025, and is not listed among the firm’s executive officers or direct owners. David Shilling holds an MBA from the University of Southern California. David Shilling studied History and Economics at the University of California, San Diego.
Altitude Capital Management LLC is a Des Moines, IA firm with $104M under management, 488 clients and 26 advisers across 28 offices, as of its October 2026 filing.
David Shilling is Financial Advisor and Founder of Shilling Financial. He has 30 years of financial services experience, including residential real estate finance, physical gold and silver investing, and retirement planning and social security maximization. He also has experience helping individuals in Latin America with dollarization and investing in the United States.
David Shilling’s longest registration is the current one, 1 year at Altitude Capital Management since 2025. Before joining Altitude Capital Management in 2025, David Shilling was registered through Transamerica Financial Advisors, Inc.
- – present · 1 yearWestminister, CA · Adviser representative · Firm CRD 329366
- Transamerica Financial Advisors, Inc.– · 1 yearMoorpark, CA · Adviser representative · Firm CRD 16164
Investment adviser representative registrations
David Shilling is registered as an investment adviser representative in California, since January 2025.
- CaliforniaSince 3 January 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 28 March 2022 |
| Series 63 | Uniform Securities Agent State Law Examination | 22 June 2020 |
| Series 6TO | Investment Company Products/Variable Contracts Representative Examination | 21 May 2020 |
| SIE | Securities Industry Essentials Examination | 21 May 2020 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- David Allen Shilling
- CRD
- 7037835
- Firm
- Altitude Capital Management · CRD 329366
- Office
- Westminister, CA
- Registration
- Investment adviser registration
- In the industry since
- November 2021
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- shillingfinancial.com
Where does David Shilling work?
David Shilling is an investment adviser representative registered through Altitude Capital Management LLC since January 2025, and is not listed among the firm’s executive officers or direct owners.
Is David Shilling a financial advisor?
Yes. David Shilling has a current investment-adviser registration in California, through Altitude Capital Management since January 2025.
How many years of experience does David Shilling have?
David Shilling has 4 years in the financial industry, since November 2021, across 2 adviser firms.
What exams has David Shilling passed?
David Shilling has passed 4 licensing exams: the Series 6TO, SIE, Series 63 and Series 65. The earliest, the Series 6TO, was passed in May 2020.
Where did David Shilling work before Altitude Capital Management?
Before Altitude Capital Management, David Shilling was registered through Transamerica Financial Advisors, Inc., March 2022 to July 2023.
Where is David Shilling based?
David Shilling’s registered office is in Westminister, CA.
Is David Shilling registered with FINRA?
No. David Shilling has no current broker registration.
How can I verify David Shilling’s record?
Search CRD 7037835 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David Shilling’s full registration record.
