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Benjamin Tyler Chunko

Liberty Asset Management

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About Benjamin Tyler Chunko

Benjamin Tyler Chunko is a wealth advisor at Liberty Asset Management. Benjamin has been in the financial services industry since 2003, and holds a Series 7, 6, 63 and 66 license. He is registered in several states including Alabama, Florida, Illinois, New Jersey, Pennsylvania and Texas. Prior to joining Liberty Asset Management, Benjamin worked at Morgan Stanley and Wells Fargo Advisors. Benjamin also runs Grit Mat Club, a fitness club where he trains clients.

Firm Information

Benjamin Chunko is currently registered with Liberty Asset Management. Liberty Asset Management is an independent investment advisory firm based in [main office address]. The firm advises individuals, corporations, and charitable organizations. With over $100 million in assets under management, the firm offers financial planning, portfolio management, and selection of other advisors.

$106.18M

Assets Under Management

Not reported

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Selection of other advisers fees

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Benjamin Chunko’s Registration & Firm History

PA

02/14/2013 - Present

Liberty Asset Management (ALLENTOWN PA)

PA

08/12/2009 - 02/07/2013

MORGAN STANLEY (BETHLEHEM PA)

PA

05/28/2003 - 08/07/2009

WELLS FARGO ADVISORS, LLC (HELLERTOWN PA)

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Licenses & Designations

BOTH

Issued 05/02/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/29/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/07/2006

Series 7 - General Securities Representative Examination

BC

Issued 05/27/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Benjamin Tyler Chunko.
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