AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
SS

Susan G. Shilling

Some features on this profile are disabled
CRD#: 1911844
SS

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Susan Greenan Shilling, who also goes by Susan Marie Greenan, Susan Greenan, was a registered financial professional .

Susan is a previously registered financial professional and started their career in finance in 1990. Susan had worked at 9 firms and has passed the Series 63, SIE, Series 3 and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Susan Marie Greenan | Susan Greenan

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)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

April 9, 2013 - June 29, 2015

JUSTLY MARKETS LLC

BD
CRD#: 159572
NEW YORK, NY
Past

May 3, 2012 - October 1, 2012

COINBASE SECURITIES, INC.

BD
CRD#: 151143
NEW YORK, NY
Past

September 22, 2008 - June 27, 2011

BARCLAYS CAPITAL INC.

BD
CRD#: 19714
SAN FRANCISCO, CA
Past

December 13, 2007 - September 22, 2008

LEHMAN BROTHERS INC.

BD
CRD#: 7506
SAN FRANCISCO, CA
Past

September 22, 2006 - May 31, 2007

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
SAN FRANCISCO, CA
Past

March 6, 2006 - May 31, 2007

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
SAN FRANCISCO, CA
Past

May 11, 2000 - July 7, 2006

WAVE SECURITIES, LLC

BD
CRD#: 43705
CHICAGO, IL
Past

August 1, 1997 - April 11, 2000

NEWEDGE FINANCIAL INC.

BD
CRD#: 27322
CHICAGO, IL
Past

November 25, 1992 - August 1, 1997

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY
Past

April 24, 1990 - November 24, 1992

DISCOUNT CORPORATION OF NEW YORK FUTURES

BD
CRD#: 13439

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
Series 63
Date: 9/24/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 6/29/2015
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 3
Date: 4/28/2003
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 7
Date: 4/21/1990
General Securities Representative Examination

Current Firm

JM
JUSTLY MARKETS LLC
DBOT ATS, LLC | TRIPLESHOT, LLC | TRIPLESHOT | JUSTLY MARKETS, LLC | JUSTLY MARKETS LLC

CRD#: 159572 / SEC#: , 8-69001

BD
Terminated by SEC on 08/11/2023
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
Mailing Address
Phone number
Established
Delaware since 08/01/2011
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (1 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
JUSTLY HOLDINGS INC.PARENT CORP
GONZALEZ, RICARDOCHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER2139772
WILSON, CHARLENE FAITHFINOP/PFO1935747

Disclosures

Regulatory Event1

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.

Company Information

JUSTLY MARKETS LLC

CRD#: 159572

TRUST BUT VERIFY

Monitor Susan Shilling

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics