Pension Partners, LLC
Pension Partners, LLC (CRD# 125772) is a financial advisory firm headquartered in New York, NY. They manage $197,755,877 in 40 accounts and serve the financial needs of clients across 5 states (or territories).
Total Assets Under Management198MILLION
Total Number of Accounts40ACCOUNTS
Average Account Value$4,943,897
- A percentage of assets under your management
- 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
CA, FL, GA, NJ, NY
Edward Dempsey (CRD# 1726564) is an Investment Advisor Representative working at Pension Partners, LLC in New York, NY and has over 30 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.