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Mary J Price

Wealthspire Advisors

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About Mary J Price

Mary J. Price is a registered Investment Advisor Representative with Wealthspire Advisors. Mary has been in the financial services industry since 2012 and holds the Series 65 license. Mary has been registered with the state of New York since 2023. Mary has a background in the financial services industry, having previously worked at Lewis Brisbois, Bisgaard & Smith and Joel Isaacson & Co. Prior to working in the financial services industry, Mary worked at Rapid Response Monitoring Services. Mary specializes in providing financial planning, portfolio management for individuals and businesses, pension consulting, and selection of other advisors. Mary is committed to providing clients with the highest level of service and expertise.

Firm Information

Mary Price is currently registered with Wealthspire Advisors. Wealthspire Advisors is an investment advisor based in NEW YORK, NY. They have 155 investment adviser representatives and manage $21,691,716,165 in regulatory assets under management. They offer financial planning, pension consulting, selection of other advisors, and portfolio management for individuals. They serve high-net-worth individuals, corporations or other businesses, charitable organizations, individuals other than high-net-worth, pension and profit-sharing plans, and state or municipal government entities.
Wealthspire Advisors

521 FIFTH AVENUE

NEW YORK, NY 10175

$21.69B

Assets Under Management

300

Total Clients

173

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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 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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Mary Price’s Registration & Firm History

NY

11/14/2023 - Present

Wealthspire Advisors (New York NY)

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Licenses & Designations

IA

Issued 11/14/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/05/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mary J Price.
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