Mary J Price

Employer firm

Cjm Wealth Advisers, Ltd. CRD 107750

$1.47B regulatory AUM 5 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 12/2014 → 12/2017
  Rapid Response Monitoring Services
  Syracuse, NY
• 01/2019 → 11/2021
  Lewis Brisbois, Bisgaard & Smith
  New York, NY
• 12/2021 → 07/2023
  Joel Isaacson & Co
  New York, NY
• 07/2023 → 02/2025
  Wealthspire Advisors
  New York, NY
• 01/2018 → 01/2019
  Syracuse Opera/Classical Theatre Of Harlem
  Syracuse, NY
• 02/2025 → 08/2025
  Unemployed
  Brooklyn, NY
• 08/2025 → Present
  Cjm Wealth Advisers, Ltd.
  Fairfax, VA

Previous Registrations

• 2023-11-14 → 2025-03-03
  Wealthspire Advisors
  New York, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-11-14

Other Names

• Mary Mathis