Scott Wood has been Managing Member, Chief Executive Officer of True North Advisors since July 2000, is a control person of the firm and directly owns between 25% and 50% of it. Scott Wood holds a Bachelor of Business Administration from Baylor University.
True North Advisors, LLC is a Dallas, TX firm with $5.42B under management, 1,068 clients and 31 advisers across 6 offices, as of its July 2026 filing.
Scott A. Wood is Chief Executive Officer and Co-Founder of True North Advisors. Wood and Co-founder Mark Gehlbach launched True North Advisors in 2000. As CEO, he is a voting member of the firm's Investment Policy Committee and shares responsibility for shaping the growth, profitability, and marketing of the firm. He serves as Chairman of the Momentous Institute Board and Treasurer of the Tom Landry FCA Foundation.
Scott Wood’s longest registration was 15 years at True North Advisors, LLC (2001–2016). Before joining True North Advisors in 2017, Scott Wood was registered through American Securities Group, Inc. and Lockwood Financial Services, Inc.
- True North Advisors, LLCCurrent– present · 9 yearsDallas, TX · Adviser representative · Firm CRD 116048
- American Securities Group, Inc.– · under a yearDallas, TX · Adviser representative · Firm CRD 43730
- Lockwood Financial Services, Inc– · 6 yearsDallas, TX · Adviser representative · Firm CRD 40655
Professional designations
Listed by True North Advisors
- CPWA®
- CIMA®
Investment adviser representative registrations
Scott Wood is registered as an investment adviser representative in Texas, since May 2017.
- TexasSince 9 May 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 24 | General Securities Principal Examination | 20 June 2000 |
| Series 65 | Uniform Investment Adviser Law Examination | 18 February 1993 |
| Series 63 | Uniform Securities Agent State Law Examination | 24 February 1992 |
| Series 7 | General Securities Representative Examination | 3 July 1991 |
- Name
- General Securities Principal Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Scott Adair Wood
- CRD
- 2114641
- Firm
- True North Advisors · CRD 116048
- Role
- Managing Member, Chief Executive Officer
- Office
- 3131 TURTLE CREEK, SUITE 1300, Dallas, TX 75219
- Registration
- Investment adviser registration
- In the industry since
- November 1996
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- truenorthadvisors.com
Where does Scott Wood work?
Scott Wood has been Managing Member, Chief Executive Officer of True North Advisors, LLC since July 2000, and is a control person of the firm.
Is Scott Wood a financial advisor?
Yes. Scott Wood has a current investment-adviser registration in Texas, through True North Advisors since May 2017.
How many years of experience does Scott Wood have?
Scott Wood has 29 years in the financial industry, since November 1996, across 3 adviser firms.
What exams has Scott Wood passed?
Scott Wood has passed 4 licensing exams: the Series 7, Series 63, Series 65 and Series 24. The earliest, the Series 7, was passed in July 1991.
Where did Scott Wood work before True North Advisors?
Before True North Advisors, Scott Wood was registered through American Securities Group, Inc., May 2006 to November 2006; Lockwood Financial Services, Inc, July 1996 to July 2003.
Where is Scott Wood based?
Scott Wood’s registered office is in Dallas, TX.
Is Scott Wood registered with FINRA?
No. Scott Wood has no current broker registration.
How can I verify Scott Wood’s record?
Search CRD 2114641 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Scott Wood’s full registration record.
