Suzanne Burrell has been an investment adviser representative at Capital Square since January 2017, and is not listed among the firm’s executive officers or direct owners. Suzanne Burrell holds an Executive Program in Financial Planning from the University of Georgia Terry College of Business. Suzanne Burrell studied at Carson Newman 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.
Suzanne Burrell is Financial Advisor of Capital Square, LLC. She focuses on clients who want to grow and manage their wealth, with asset management central and retirement planning, risk management, estate planning and tax planning also addressed. She entered the investment industry in 2007 as an Advisor with a national brokerage firm and later became an Advisor for wealth management firms. Earlier she was a Financial Manager for a commercial construction company, after owning an accounting services company for 11 years.
Suzanne Burrell’s longest registration is the current one, 9 years at Capital Square since 2017. Before joining Capital Square in 2017, Suzanne Burrell was registered through Bellwether Investment Group, LLC and Guardian Wealth Management, Inc.
- Bellwether Investment Group, LLC– · 1 yearChattanooga, TN · Adviser representative · Firm CRD 148114
- Guardian Wealth Management, Inc.– · 2 yearsChattanooga, TN · Adviser representative · Firm CRD 118668
- HHM Wealth Advisors, LLC– · 1 yearChattanooga, TN · Adviser representative · Firm CRD 150843
- Edward Jones– · 2 yearsOoltewah, TN · Adviser representative · Firm CRD 250
Professional designations
Listed by Capital Square
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Suzanne Burrell is registered as an investment adviser representative in Tennessee, since January 2017.
- TennesseeSince 10 January 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 27 September 2007 |
| Series 7 | General Securities Representative Examination | 13 September 2007 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Suzanne Johnson Burrell
- CRD
- 5390879
- Firm
- Capital Square · CRD 286098
- Registration
- Investment adviser registration
- In the industry since
- March 2009
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- capitalsquare.biz
Where does Suzanne Burrell work?
Suzanne Burrell is an investment adviser representative registered through Capital Square, LLC since January 2017, and is not listed among the firm’s executive officers or direct owners.
Is Suzanne Burrell a financial advisor?
Yes. Suzanne Burrell has a current investment-adviser registration in Tennessee, through Capital Square since January 2017.
How many years of experience does Suzanne Burrell have?
Suzanne Burrell has 17 years in the financial industry, since March 2009, across 5 adviser firms.
What exams has Suzanne Burrell passed?
Suzanne Burrell has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in September 2007.
Where did Suzanne Burrell work before Capital Square?
Before Capital Square, Suzanne Burrell was registered through Bellwether Investment Group, LLC, September 2015 to January 2017; Guardian Wealth Management, Inc., March 2013 to August 2015; HHM Wealth Advisors, LLC, August 2010 to April 2012; Edward Jones, November 2007 to April 2010.
Is Suzanne Burrell registered with FINRA?
No. Suzanne Burrell has no current broker registration.
Is Suzanne Burrell a CFP?
Capital Square lists Suzanne Burrell with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Suzanne Burrell’s record?
Search CRD 5390879 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Suzanne Burrell’s full registration record.
