Cody Burrell has been an investment adviser representative at Capital Square since June 2025, and is not listed among the firm’s executive officers or direct owners. Cody Burrell holds a Bachelor of Business Administration from East Tennessee State University.
Capital Square, LLC is an Athens, TN firm with $450M under management, 715 clients and 11 advisers across 7 offices, as of its August 2026 filing.
Cody Burrell is Financial Advisor of Capital Square, LLC. He works with individuals and families on their wealth management goals, including retirement, saving for major milestones and growing and protecting family wealth. Before joining Capital Square he worked at UBS Financial Services, and earlier in his career he taught mathematics.
- Capital Square, LLCCurrent– present · 1 yearChattanooga, TN · Adviser representative · Firm CRD 286098
Investment adviser representative registrations
Cody Burrell is registered as an investment adviser representative in Tennessee, since June 2025.
- TennesseeSince 5 June 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 4 June 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Cody Emerson Burrell
- CRD
- 7493404
- Firm
- Capital Square · CRD 286098
- Office
- CBL Center II, Suite 230, 2034 Hamilton Place BLVD, Chattanooga, TN 37421
- Registration
- Investment adviser registration
- In the industry since
- June 2025
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- capitalsquare.biz
Where does Cody Burrell work?
Cody Burrell is an investment adviser representative registered through Capital Square, LLC since June 2025, and is not listed among the firm’s executive officers or direct owners.
Is Cody Burrell a financial advisor?
Yes. Cody Burrell has a current investment-adviser registration in Tennessee, through Capital Square since June 2025.
How many years of experience does Cody Burrell have?
Cody Burrell has 1 year in the financial industry, since June 2025, across 1 adviser firm.
What exams has Cody Burrell passed?
Cody Burrell passed the Series 65 in June 2025.
Where is Cody Burrell based?
Cody Burrell’s registered office is in Chattanooga, TN.
Is Cody Burrell registered with FINRA?
No. Cody Burrell has no current broker registration.
How can I verify Cody Burrell’s record?
Search CRD 7493404 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Cody Burrell’s full registration record.
