Benjamin Chunko has been Owner of Liberty Asset Management since January 2018, is not listed as a control person, but directly owns between 10% and 25% of the firm. Benjamin Chunko holds a Bachelor of Science in Business Administration from Bucknell University.
Liberty Asset Management, LLC is an Allentown, PA firm with $141M under management, 331 clients and 6 advisers across 2 offices, as of its August 2026 filing.
Ben Chunko is Wealth Advisor of Liberty Wealth Management. He began his financial planning career as a Financial Specialist for Wachovia in 2003. He joined Morgan Stanley in 2009 as a Financial Advisor and, after three years there, moved to his current role with Liberty Wealth Management.
Benjamin Chunko’s longest registration is the current one, 13 years at Liberty Asset Management since 2013. Before joining Liberty Asset Management in 2013, Benjamin Chunko was registered through Wells Fargo Advisors, LLC.
- Wells Fargo Advisors, LLC– · 3 yearsHellertown, PA · Adviser representative · Firm CRD 19616
Investment adviser representative registrations
Benjamin Chunko is registered as an investment adviser representative in Pennsylvania, since February 2013.
- PennsylvaniaSince 14 February 2013
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 2 May 2006 |
| Series 7 | General Securities Representative Examination | 7 April 2006 |
| Series 63 | Uniform Securities Agent State Law Examination | 29 May 2003 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 27 May 2003 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Benjamin Tyler Chunko
- CRD
- 4644616
- Firm
- Liberty Asset Management · CRD 142094
- Role
- Owner
- Registration
- Investment adviser and broker registrations
- In the industry since
- May 2003
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- lwmgmt.com
Where does Benjamin Chunko work?
Benjamin Chunko has been Owner of Liberty Asset Management, LLC since January 2018.
Is Benjamin Chunko a financial advisor?
Yes. Benjamin Chunko has a current investment-adviser registration in Pennsylvania, through Liberty Asset Management since February 2013.
How many years of experience does Benjamin Chunko have?
Benjamin Chunko has 23 years in the financial industry, since May 2003, across 2 adviser firms.
What exams has Benjamin Chunko passed?
Benjamin Chunko has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 66. The earliest, the Series 6, was passed in May 2003. FINRA credited Benjamin Chunko with the SIE, which began in October 2018.
Where did Benjamin Chunko work before Liberty Asset Management?
Before Liberty Asset Management, Benjamin Chunko was registered through Wells Fargo Advisors, LLC, May 2006 to August 2009.
Is Benjamin Chunko registered with FINRA?
Yes. Benjamin Chunko has a current broker registration, under CRD 4644616.
Source: FINRA BrokerCheck
How can I verify Benjamin Chunko’s record?
Search CRD 4644616 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Benjamin Chunko’s full registration record.
