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Natalie Sylvester Foy

GREENWAY WEALTH ADVISORS, LLC·CHARLOTTE, North Carolina
Clean recordGREENWAY WEALTH ADVISORS, LLC
1920 ABBOTT ST., CHARLOTTE, NC 28203CRD# 5020540Firm CRD# 290727

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Natalie Sylvester Foy · CHARLOTTE, NC
Registration
CRD #5020540 · GREENWAY WEALTH ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Natalie Sylvester 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# 5020540
Firm CRD# 290727
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Natalie Sylvester Foy offer?
Natalie Sylvester Foy specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CHARLOTTE, North Carolina for a consultation.
What are Natalie Sylvester Foy's credentials?
Natalie Sylvester Foy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Natalie Sylvester Foy located?
Natalie Sylvester 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 Natalie Sylvester Foy charge for services?
Natalie Sylvester 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

John Nicholas Foy
CHARLOTTE, NC

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in North Carolina
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Research
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