John Nicholas Foy
Investment Adviser Representative at Greenway Wealth Advisors, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
John Nicholas Foy is an investment adviser representative with Greenway Wealth Advisors, LLC in Charlotte, NC, where they have been registered since 2018. They have worked in the securities industry since 2011 and were previously registered with CAVU Wealth Advisors. They have passed 2 industry qualification exams, including the Series 63 (state securities agent) and Series 6 (investment company and variable products). They are registered to provide investment advice in North Carolina and Texas.
Office
Advisors at this office: 4
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- North Carolina, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- CAVU Wealth AdvisorsMay 2011 – Dec 2017Walnut Creek, CA
- Greenway Wealth Advisors, LLCSep 2017 – no end date reportedCharlotte, NC
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Greenway Wealth Advisors, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $500,000 (waivable)
- $0 - $1,500,0001.00%
- $1,500,001 - $5,000,0000.75%
- $5,000,001 - $10,000,0000.40%
- $10,000,001 and Above0.25%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Investment consolidation and optimization, tax integration and CPA coordination, estate plan design and funding, cash flow and compensation design, corporate benefits optimization, and an interactive wealth portal (Greenway 360) with real-time net worth tracking, cash flow modeling, scenario testing, and a secure document vault.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 4
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Charlotte, NC
- SEC file number:
- 801-127953
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of June 3, 2026
View full firm profileOther advisors at Greenway Wealth Advisors, LLC
3 other advisors in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. John Nicholas Foy has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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