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Terrance Anthony Green

BLUE WATER CAPITAL MANAGEMENT, LLC·APEX, North Carolina
Series 7, Series 63Clean record22 years registeredBLUE WATER CAPITAL MANAGEMENT, LLC
315 S. SALEM STREET, APEX, NC 27502CRD# 2743962Firm CRD# 127193

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Terrance Anthony Green · APEX, NC
Registration
CRD #2743962 · BLUE WATER CAPITAL MANAGEMENT, LLC · 22 years registered
Brand Profile
Not yet started
01

Career History

BLUE WATER CAPITAL MANAGEMENT, LLC
Sep 2003 – present
CAPITAL FINANCIAL ADVISORS
Sep 2003 – Oct 2006
SAN DIEGO, CA
COLLABORATIVE WEALTH STRATEGIES GROUP, INC.
Aug 2003 – Sep 2003
SAN DIEGO, CA
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Registration record
First registered · August 18, 2003
Years registered · 22
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BLUE WATER CAPITAL MANAGEMENT, LLC
CRD 127193 · SEC 801-130294
AUM
$128M
Regulatory assets under management
Employees
3
387 client accounts
Services offered by BLUE WATER CAPITAL MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at BLUE WATER CAPITAL MANAGEMENT, LLC →
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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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