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GREENWAY WEALTH ADVISORS, LLC
GREENWAY WEALTH ADVISORS, LLC
CHARLOTTE, North Carolina
·
2 registered advisors
·
CRD# 290727
SEC# 801-127953
0
704-981-1228
01
Firm Overview
AUM
$111M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at GREENWAY WEALTH ADVISORS, LLC
2 registered advisors
John Nicholas Foy
CHARLOTTE, North Carolina
CRD# 5288092
Natalie Sylvester Foy
CHARLOTTE, North Carolina
CRD# 5020540
05
Office Locations
CHARLOTTE, North Carolina
2 advisors
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Data sourced from SEC Form ADV filings. GREENWAY WEALTH ADVISORS, LLC (CRD# 290727) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.