Cody Emerson Burrell
Investment adviser representative at Capital Square, LLC
11 yearsExperience
1 stateRegistered in
$449.9MFirm assets
9 yearsFirm in business
Are you Cody Emerson Burrell? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Capital Square, LLCMar 2025 to now
- N/aNov 2024 to Mar 2025
- UBS Financial Services IncJan 2022 to Nov 2024
- Kulia Business Solutions CorpNov 2021 to Nov 2021
- N/aAug 2021 to Jan 2022
- Bradley County SchoolsAug 2017 to Aug 2021
- N/aMar 2015 to Aug 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (TN).
Capital Square, LLC
$449.9MAssets managed
715Clients
11Advisers
9 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
- 7493404
- Firm CRD
- 286098