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Caroline Gallagher

Greenway Wealth Advisors, LLC

Charlotte, NC

CRD 7975106

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Employer firm

Greenway Wealth Advisors, LLC CRD 290727

$185M regulatory AUM 1 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Greenway Wealth Advisors, Llc

1920 Abbott St. Ste. 300, Charlotte, NC 28203 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-06-02
  • NC RA
    APPROVED
    Since 2026-06-02

Branch Locations

1920 Abbott St. Ste. 300, Charlotte, NC 28203 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Dimensional Fund Advisors Charlotte NC 08/2024 Present
Student Dover MA 08/2014 06/2024
Greenway Wealth Advisors, Llc Charlotte NC 05/2026 Present
  • 08/2024 → Present
    Dimensional Fund Advisors
    Charlotte, NC
  • 08/2014 → 06/2024
    Student
    Dover, MA
  • 05/2026 → Present
    Greenway Wealth Advisors, Llc
    Charlotte, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-06-02
S63 Uniform Securities Agent State Law Examination 2024-10-04
  • S65 Uniform Investment Adviser Law Examination
    2026-06-02
  • S63 Uniform Securities Agent State Law Examination
    2024-10-04

View on SEC IAPD

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