Scott M. Linn

BCS WEALTH MANAGEMENT

JOHNSON CITY, TN 37615

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CRD#: 4476411

Professional summary

Scott Mason Linn, who also goes by Scott Mason Linn, is a registered financial advisor currently at BCS WEALTH MANAGEMENT, LLC located in Johnson City, Tennessee.

Scott is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Scott has worked at 5 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Scott Mason Linn

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott Mason Linn's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 21, 2021 - Present

BCS WEALTH MANAGEMENT, LLC

Office #1: 541 Sid Martin Road Suite A, Johnson City, TN 37615

RIA

CRD#: 115489

JOHNSON CITY, TN

Past

October 10, 2013 - September 13, 2021

FIRST HORIZON ADVISORS, INC.

RIA

CRD#: 17117

JOHNSON CITY, TN

Past

April 20, 2012 - October 10, 2013

FTB ADVISORS, INC.

RIA

CRD#: 143830

JOHNSON CITY, TN

Past

August 27, 2003 - March 30, 2012

FIRST HORIZON ADVISORS, INC.

RIA

CRD#: 17117

JOHNSON CITY, TN

Past

January 23, 2003 - September 13, 2021

FIRST HORIZON ADVISORS, INC.

CRD#: 17117

JOHNSON CITY, TN

Past

December 13, 2001 - January 21, 2003

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

December 13, 2001 - January 21, 2003

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BCS WEALTH MANAGEMENT, LLC

BCS FINANCIAL, LLC | STILL WATERS FAMILY OFFICE | BCS WEALTH MANAGMENT, LLC | BCS WEALTH MANAGEMENT, LLC

CRD#: 115489 / SEC#: 801-60905

RIA

Registered Investment Advisory firm - (2/8/2002 Approved)

Tennessee

Registered Investment Advisory firm - (12/1/2002 Terminated)

Virginia

Registered Investment Advisory firm - (11/1/2002 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Tennessee
(9/21/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 2/21/2002

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 11/15/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/12/2001

General Securities Representative Examination

Current Firm

BCS WEALTH MANAGEMENT, LLC

BCS FINANCIAL, LLC | STILL WATERS FAMILY OFFICE | BCS WEALTH MANAGMENT, LLC | BCS WEALTH MANAGEMENT, LLC

CRD#: 115489 / SEC#: 801-60905

RIA

Registered Investment Advisory firm - (2/8/2002 Approved)

Tennessee

Registered Investment Advisory firm - (12/1/2002 Terminated)

Virginia

Registered Investment Advisory firm - (11/1/2002 Terminated)

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Contact information

Main Address

541 Sid Martin Road Suite A, Johnson City, TN 37615

Mailing Address

541 Sid Martin Road Suite A, Johnson City, TN 37615

Phone number

(423) 283-9821

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BCS WEALTH MANAGEMENT - ADV PART 2A - MARCH 2025 (3/12/2025)

Regulatory assets under management

Total Number of Accounts	1,685
AUM (Assets Under Management)	$ 811,578,500

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
12/19/2025	Cover Page	Report
09/25/2024	Cover Page	Report
08/08/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Scott M. Linn

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott Mason Linn's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIRST HORIZON ADVISORS, INC.

FTB ADVISORS, INC.

FIRST HORIZON ADVISORS, INC.

FIRST HORIZON ADVISORS, INC.

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

BCS WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 2/21/2002

Series 7TO

Date: 11/15/2022

SIE

Date: 10/1/2018

Series 7

Date: 12/12/2001

Current Firm

BCS WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

BCS WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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