John Nicholas Foy
Investment adviser representative at Greenway Wealth Advisors, LLC
15 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$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
15 years in the industry.
- Greenway Wealth Advisors, LLCSep 2017 to now
- Cavu Wealth AdvisorsMay 2011 to Dec 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
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
- 5288092
- Firm CRD
- 290727