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Terrance Anthony Green

BLUE WATER CAPITAL MANAGEMENT, LLC·APEX, North Carolina
Unclaimed Profile
315 S. SALEM STREET, APEX, NC 27502CRD# 2743962Firm CRD# 127193
01

About

Terrance Anthony Green is a registered financial advisor based in APEX, North Carolina, affiliated with BLUE WATER CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
BLUE WATER CAPITAL MANAGEMENT, LLC
BLUE WATER CAPITAL MANAGEMENT, LLC
AUM
$128M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at BLUE WATER CAPITAL MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2743962
Firm CRD# 127193
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Terrance Anthony Green offer?
Terrance Anthony Green specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in APEX, North Carolina for a consultation.
What are Terrance Anthony Green's credentials?
Terrance Anthony Green is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Terrance Anthony Green located?
Terrance Anthony Green is based in APEX, North Carolina, working with BLUE WATER CAPITAL MANAGEMENT, LLC. Their office serves clients in the APEX metropolitan area and surrounding communities.
How does Terrance Anthony Green charge for services?
Terrance Anthony Green's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BLUE WATER CAPITAL MANAGEMENT, LLC?
BLUE WATER CAPITAL MANAGEMENT, LLC has approximately 3 employees and manages $128M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in North Carolina
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City Guides
CHARLOTTE GuideRALEIGH GuideGREENSBORO GuideCHAPEL HILL GuideDURHAM Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
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