Sunny Lee

Td Private Client Wealth LLC

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Current Employers

Td Private Client Wealth Llc

1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2026-03-17
CT	RA	APPROVED	2026-03-16
NY	RA	APPROVED	2026-03-16

NJ RA
APPROVED

Since 2026-03-17
CT RA
APPROVED

Since 2026-03-16
NY RA
APPROVED

Since 2026-03-16

Branch Locations

6102 8Th Avenue, Brooklyn, NY 11220 • United States

1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Td Bank Na	Brooklyn	NY	06/2024	12/2025
Td Bank Na	Brooklyn	NY	12/2025	Present
Td Bank Na	Brookyln	NY	12/2022	06/2024
Ridgewood Savings Bank	Brooklyn	NY	10/2017	12/2022
Frekhtman & Associates	Brooklyn	NY	10/2015	05/2017
Unemployed	Brooklyn	NY	05/2017	10/2017

06/2024 → 12/2025

Td Bank Na

Brooklyn, NY
12/2025 → Present

Td Bank Na

Brooklyn, NY
12/2022 → 06/2024

Td Bank Na

Brookyln, NY
10/2017 → 12/2022

Ridgewood Savings Bank

Brooklyn, NY
10/2015 → 05/2017

Frekhtman & Associates

Brooklyn, NY
05/2017 → 10/2017

Unemployed

Brooklyn, NY

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-03-13

S66 Uniform Combined State Law Examination

2026-03-13

View on SEC IAPD

More in Brooklyn, NY

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