Pension Partners, LLC

Pension Partners, LLC (CRD# 125772) is a financial advisory firm headquartered in New York, NY. They manage $116,975,956 in 37 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    117
    MILLION
  • Total Number of Accounts
    37
    ACCOUNTS
  • Average Account Value
    $3,161,512
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, NJ, NY, TX

Financial Advisors at Pension Partners, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Edward M. Dempsey
CRD#: 1726564
430 West 14th Street, 5th Floor, New York, NY 10014
96
Wealthminder
score

Edward Dempsey (CRD# 1726564) is an Investment Advisor Representative working at Pension Partners, LLC in New York, NY and has over 29 years of experience in the finance industry. Edward Dempsey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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