Natalie Sylvester Foy
Investment adviser representative at Greenway Wealth Advisors, LLC
16 yearsExperience
2 statesRegistered in
CFA, CFP® certificationDesignations
$184.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- Greenway Wealth Advisors, LLCJun 2020 to now
- Citizens Capital Markets Inc.Oct 2018 to Jun 2020
- Citizens Bank, N.A.May 2017 to Oct 2018
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2010 to May 2017
Designations
- CFA
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
State registrations
Registered as an investment adviser representative in 2 states (NC, TX).
Greenway Wealth Advisors, LLC
$184.5MAssets managed
180Clients
4Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5020540
- Firm CRD
- 290727