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Susan Condelli

SS&C MARKET SERVICES
Edina, MN 55435
Some features on this profile are disabled
CRD#: 4446230
SC

Professional summary

Susan Condelli, who also goes by Susan Case Condelli, is a registered financial professional currently at SS&C MARKET SERVICES, LLC located in Edina, Minnesota.

Susan is registered as a RR (Registered Representative) and started their career in finance in 2002. Susan has worked at 6 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Susan Case Condelli

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) - BD

Click below to view Susan Condelli's 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®
None

Experience

Current

May 8, 2026 - Present

SS&C MARKET SERVICES, LLC

Office #1: 7650 Edinborough Way Suite 400, Edina, MN 55435
BD
CRD#: 23568
Edina, MN
Past

October 10, 2024 - January 8, 2026

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
NEW YORK CITY, NY
Past

December 23, 2019 - January 8, 2026

NATIONAL FINANCIAL SERVICES LLC

BD
CRD#: 13041
NEW YORK CITY, NY
Past

June 30, 2017 - February 8, 2018

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
NEW YORK, NY
Past

September 19, 2011 - February 23, 2016

AST INVESTOR SERVICES LLC

BD
CRD#: 155050
BROOKLYN, NY
Past

April 27, 2004 - July 26, 2011

NATIONAL FINANCIAL SERVICES LLC

BD
CRD#: 13041
NEW YORK, NY
Past

February 24, 2003 - June 19, 2003

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
NEW YORK, NY
Past

March 25, 2002 - February 18, 2003

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY

State Registrations and Notice Filings

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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
New York
(5/8/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 2/10/2025
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 2/8/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/23/2002
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

SM
SS&C MARKET SERVICES, LLC
AE SERVICES, INC. | WALL STREET PREFERRED MONEY MANAGERS, INC. | WALL STREET ADVISORS, LLC | WALL STREET ADVISORS, INC. | WALL STREET ADVISOR SERVICES, LLC | SS&C MARKET SERVICES, LLC | DST MARKET SERVICES, LLC

CRD#: 23568 / SEC#: , 8-40530

BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information

Main Address
One Post Office Square 9th Floor, Boston, MA 02109
Mailing Address
One Post Office Square 9th Floor, Boston, MA 02109
Phone number
(770) 370-4150
Established
New York since 01/12/2001
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)

Documents

Direct owners and executive officers

NamePositionCRD#
SS&C GIDS, INC.100% OWNER
BECK, DANIEL BRIANPRESIDENT3025596
LONG, PATRICK JEROMEHEAD OF OPERATIONS6093124
MULKERN, JOHN JOSEPH JR.CHIEF COMPLIANCE OFFICER AND SECRETARY4197230
PARSONS, ERIC TFINOP, PRINCIPAL FINANCIAL OFFICER5215115
SCHELL, BRIAN NORMANASSISTANT SECRETARY4414042

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.

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Company Information

SS&C MARKET SERVICES, LLC

CRD#: 23568Edina, MN 55435

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