Mark Sebastian Walsh
Investment adviser representative at True North Advisors, LLC
20 yearsExperience
1 stateRegistered in
$5.4BFirm assets
20 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
20 years in the industry.
- True North Advisors, LLCJan 2024 to now
- BMO Wealth ManagementApr 2019 to Dec 2023
- Westwood Wealth ManagementJul 2018 to Apr 2019
- Westwood HoldingsDec 2016 to Apr 2019
- Tolleson Wealth ManagementOct 2006 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (TX).
True North Advisors, LLC
$5.4BAssets managed
1,068Clients
32Advisers
20 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3116222
- Firm CRD
- 116048