Bonny Sy Lee

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/1996 → 06/2025
  Western International Securities, Inc.
  Pasadena, CA
• 06/2025 → Present
  Lpl Financial Llc
  Pasadena, CA

Other Businesses

1. 06/05/2025- Renewal SGV (San Gabriel Presbyterian Church)- Non-profit volunteer (not on board)- Not INV Related- At San Gabriel, CA- Start date 01/01/2023- 10 Hours Per Month 2. 06/05/2025- Arcadia Performing Arts Foundation- Non-Profit Board Member- Not INV Related- At Arcadia, CA- Start date Arcadia- 5 Hours Per Month

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-11-04
• S63 Uniform Securities Agent State Law Examination
  1994-07-27

Designations

• Certified Financial Planner

Other Names

• Bonny Ang Sy
• Bonny Sy