Suzanne J. Burrell

CAPITAL SQUARE

Chattanooga, TN 37421

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CRD#: 5390879

Professional summary

Suzanne Johnson Burrell, CFP®, who also goes by Suzanne Burrell, Suzanne None Johnson, is a registered financial advisor currently at CAPITAL SQUARE, LLC located in Chattanooga, Tennessee.

Suzanne is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Suzanne has worked at 5 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Suzanne Burrell | Suzanne None Johnson

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 Suzanne Johnson Burrell'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®

CFP^®

Certified Financial Planner

Start date: 2012

Experience

Current

January 10, 2017 - Present

CAPITAL SQUARE, LLC

Office #1: 2034 Hamilton Place Blvd Ste 230, Chattanooga, TN 37421Office #2: 633 Chestnut St Suite 1550, Chattanooga, TN 37450

RIA

CRD#: 286098

Chattanooga, TN

Past

September 17, 2015 - January 3, 2017

BELLWETHER INVESTMENT GROUP, LLC

RIA

CRD#: 148114

CHATTANOOGA, TN

Past

March 6, 2013 - August 24, 2015

GUARDIAN WEALTH MANAGEMENT, LLC

RIA

CRD#: 118668

CHATTANOOGA, TN

Past

August 25, 2010 - April 27, 2012

HHM WEALTH ADVISORS, LLC

RIA

CRD#: 150843

CHATTANOOGA, TN

Past

November 19, 2007 - April 1, 2010

EDWARD JONES

RIA

CRD#: 250

OOLTEWAH, TN

Past

September 14, 2007 - April 1, 2010

EDWARD JONES

CRD#: 250

OOLTEWAH, TN

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".

CAPITAL SQUARE, LLC

CAPITAL SQUARE, LLC | WELLSPRING ADVISORS, LLC | TOWN SQUARE CONSULTING, LLC

CRD#: 286098 / SEC#: 801-108796

RIA

Registered Investment Advisory firm - (12/16/2016 Approved)

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
(1/10/2017)

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: 9/27/2007

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 9/13/2007

General Securities Representative Examination

Current Firm

CAPITAL SQUARE, LLC

CAPITAL SQUARE, LLC | WELLSPRING ADVISORS, LLC | TOWN SQUARE CONSULTING, LLC

CRD#: 286098 / SEC#: 801-108796

RIA

Registered Investment Advisory firm - (12/16/2016 Approved)

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Contact information

Main Address

1 West College St Suite 4, Athens, TN 37303

Mailing Address

Phone number

(423) 877-6708

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2 2025 (3/10/2025)

Regulatory assets under management

Total Number of Accounts	685
AUM (Assets Under Management)	$ 393,648,522

Red Flags

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

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Suzanne J. Burrell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Suzanne Johnson Burrell's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAPITAL SQUARE, LLC

BELLWETHER INVESTMENT GROUP, LLC

GUARDIAN WEALTH MANAGEMENT, LLC

HHM WEALTH ADVISORS, LLC

EDWARD JONES

EDWARD JONES

Primary Firm SEC Registration

CAPITAL SQUARE, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/27/2007

Series 7

Date: 9/13/2007

Current Firm

CAPITAL SQUARE, LLC

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CAPITAL SQUARE, LLC

TRUST BUT VERIFY

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