Scott Skrocki
Investment adviser representative at True North Advisors, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$5.4BFirm assets
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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
10 years in the industry.
- True North Advisors, LLCJun 2026 to now
- Huntington BankJul 2023 to Jun 2026
- Texas A&m UniversityAug 2019 to May 2023
- Full-time StudentJul 2016 to Aug 2019
Designations
- CFP® certification
Exams passed
No exams in this record.
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
- 8307478
- Firm CRD
- 116048