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John Nicholas Foy

GREENWAY WEALTH ADVISORS, LLC·CHARLOTTE, North Carolina
Clean recordGREENWAY WEALTH ADVISORS, LLC
1920 ABBOTT ST., CHARLOTTE, NC 28203CRD# 5288092Firm CRD# 290727

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John Nicholas Foy · CHARLOTTE, NC
Registration
CRD #5288092 · GREENWAY WEALTH ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

John Nicholas Foy is a registered financial advisor based in CHARLOTTE, North Carolina, affiliated with GREENWAY WEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
GREENWAY WEALTH ADVISORS, LLC
GREENWAY WEALTH ADVISORS, LLC
AUM
$111M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at GREENWAY WEALTH ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5288092
Firm CRD# 290727
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does John Nicholas Foy offer?
John Nicholas Foy specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CHARLOTTE, North Carolina for a consultation.
What are John Nicholas Foy's credentials?
John Nicholas Foy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Nicholas Foy located?
John Nicholas Foy is based in CHARLOTTE, North Carolina, working with GREENWAY WEALTH ADVISORS, LLC. Their office serves clients in the CHARLOTTE metropolitan area and surrounding communities.
How does John Nicholas Foy charge for services?
John Nicholas Foy's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GREENWAY WEALTH ADVISORS, LLC?
GREENWAY WEALTH ADVISORS, LLC has approximately 5 employees and manages $111M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at GREENWAY WEALTH ADVISORS, LLC

Natalie Sylvester Foy
CHARLOTTE, NC

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Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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