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Natalie Sylvester Foy

Investment Adviser Representative at GREENWAY WEALTH ADVISORS, LLC

Charlotte, NCCRD #5020540Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
19 yrs
States Registered
2 states
Exams Passed
3

Registrations & licenses

Registration type
Dual-registered
Registered in 2 states
North CarolinaTexas
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 7/5/2006
SIE
Securities Industry Essentials Examination
Passed 5/30/2017
Series 7
General Securities Representative Examination
Passed 12/19/2005

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
$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%
Account minimum: $500,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Greenway Wealth Advisors, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

GREENWAY WEALTH ADVISORS, LLCCurrent
6/27/2020Charlotte, NC
CITIZENS CAPITAL MARKETS
11/6/20186/8/2020Charlotte, NC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
11/1/20105/30/2017Charlotte, NC
BANC OF AMERICA SECURITIES LLC
12/20/200511/1/2010Charlotte, NC

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at GREENWAY WEALTH ADVISORS, LLC

3 other advisors in the directory

View GREENWAY WEALTH ADVISORS, LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Natalie Sylvester 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.

Natalie Sylvester Foy - Financial Advisor in Charlotte, NC | AdvisorFinder