John N. Foy
GREENWAY WEALTH ADVISORS
Charlotte, NC 28203
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CRD#: 5288092
Professional summary
John Nicholas Foy, CFP®, who also goes by J. Nicholas Foy, John N Foy, Nick Foy, is a registered financial advisor currently at GREENWAY WEALTH ADVISORS, LLC located in Charlotte, North Carolina.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. John has worked at 3 firms and has passed the Series 63 and Series 6 exams.
Biography
Nick Foy, CFP® opened Greenway Wealth Advisors in 2018 to help his clients make smarter financial decisions so they can maximize their impact.
Prior to starting Greenway, Nick spent more than 6 years at CAVU Wealth Advisors, where he opened the Charlotte office for the California based firm. Before CAVU, Nick was at Vanguard working with self-directed investors and small business owners assisting with retirement planning. During his time there, he completed a year-long apprenticeship in Vanguard Asset Management Services, working closely with a Senior Investment Manager from Vanguard.
In 2010, Nick earned the CERTIFIED FINANCIAL PLANNER™ designation.
Nick attended Miami University in Oxford, Ohio, where he received a B.A. in Communication. He also received a Certificate in Financial Planning with Distinction from the University of Georgia in 2009.
He's has been married to his wife Natalie since 2006, and has two children.
Nick and Natalie live in Charlotte, NC and are active members of Mosaic Church, where Nick currently serves as a trustee. They are alumni of the Charlotte Leadership Forum, class of 2014.
Additionally, he spends time serving Levine Children's Hospital where he sits on the Dreamcatchers board, and has served on the Family Advisory Council.
Nick has also enjoyed playing water polo since 1994. Currently, he is a member of the Charlotte Sharks water polo club, and a proud member of F3 Nation.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Education Planning
Retirement Planning
Investment Planning
Small Business Planning
Budgeting
Debt Management
Do you have an area of expertise or specialization?
College/Education Planning
Generation X
High Net Worth Client Needs
Investment Advice with Ongoing...
Medical Professionals
Special Needs Planning
Are you a "fiduciary"?
Yes
Aliases
J. Nicholas Foy | John N Foy | Nick Foy
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Partner in String Bean Holdings, LLC, a real estate holding company unrelated to any investment activity.
String Bean Holdings, LLC owns the office condo from which Greenway leases office space.
CRS (Client Relationship Summary) - RIA
Click below to view John Nicholas Foy's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2010
Experience
Current
March 14, 2018 - Present
GREENWAY WEALTH ADVISORS, LLC
Office #1: 1920 Abbott St. Ste. 300, Charlotte, NC 28203RIA
CRD#: 290727
Charlotte, NC
Past
July 6, 2011 - December 23, 2017
CAVU WEALTH ADVISORS
RIA
CRD#: 151361
Charlotte, NC
Past
March 5, 2007 - May 4, 2011
VANGUARD MARKETING CORPORATION
BD
CRD#: 7452
CHARLOTTE, NC
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
GREENWAY WEALTH ADVISORS, LLC
GREENWAY WEALTH ADVISORS, LLC
CRD#: 290727 / SEC#: 801-127953
RIA
Registered Investment Advisory firm - (5/11/2023 Approved)North Carolina
Registered Investment Advisory firm - (6/1/2023 Terminated)Texas
Registered Investment Advisory firm - (5/12/2023 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
North Carolina(3/14/2018)
IAR
Texas(11/8/2022)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
GREENWAY WEALTH ADVISORS, LLC
GREENWAY WEALTH ADVISORS, LLC
CRD#: 290727 / SEC#: 801-127953
RIA
Registered Investment Advisory firm - (5/11/2023 Approved)North Carolina
Registered Investment Advisory firm - (6/1/2023 Terminated)Texas
Registered Investment Advisory firm - (5/12/2023 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1920 Abbott St. Ste. 300, Charlotte, NC 28203
Mailing Address
Phone number
(704) 981-1228
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (3 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 883 |
| AUM (Assets Under Management) | $ 139,812,314 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
