Terrance A. Green
BLUE WATER CAPITAL MANAGEMENT
Apex, NC 27502
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CRD#: 2743962
Professional summary
Terrance Anthony Green, CFP®, who also goes by Terrrance Anthony Green, Terry Green, is a registered financial advisor currently at BLUE WATER CAPITAL MANAGEMENT, LLC located in Apex, North Carolina.
Terrance is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Terrance has worked at 5 firms and has passed the Series 63 and Series 7 exams.
Biography
Blue Water is a Fee-Only advisory firm in Apex, NC offering specializing in retirement planning and investment management services. The hidden-agendas, high costs, sales-focused advice, and marketing spin of other “financial advisors” do not apply here. We are the real deal – a true consultant, with the bottom-line always in mind. Our philosophy is straight-forward – individualized, unbiased advice and great service at a reasonable price.
Question & Answer
What are your service offerings?
Retirement Planning
Retirement Income Management
Investment Planning
Education Planning
Comprehensive Financial Planni...
Insurance Planning
Do you have an area of expertise or specialization?
Baby Boomers
Corporate Executives
Investment Advice with Ongoing...
Investment Advice without Ongo...
Retirement Plan Investment Adv...
Retirement Planning & Distribu...
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
Terrrance Anthony Green | Terry Green
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
SKYBLUESKIES, LLC; MANAGING DIRECTOR; INVESTMENT RELATED: NO; 27540; AUTOMATED AMAZON FBA E-COMMERCE STORE; MANAGING THE FIRM I HIRED TO RUN THE STORE.; 2021-10-01; HOURS DEVOTED TO BUSINESS DURING TRADING HOURS: 1; HOURS DEVOTED TO BUSINESS OUTSIDE TRADING HOURS: 2; PERCENTAGE OF TOTAL YEARLY COMPENSATION EXPECTED TO BE DERIVED FROM THE BUSINESS: 1;
CRS (Client Relationship Summary) - RIA
Click below to view Terrance Anthony Green's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2002
Experience
Current
September 26, 2003 - Present
BLUE WATER CAPITAL MANAGEMENT, LLC
Office #1: 315 S Salem Street #422, Apex, NC 27502RIA
CRD#: 127193
Apex, NC
Past
September 26, 2003 - October 3, 2006
TROVENA, LLC.
RIA
CRD#: 120232
SAN DIEGO, CA
Past
August 18, 2003 - September 29, 2003
COLLABORATIVE WEALTH STRATEGIES GROUP, INC.
RIA
CRD#: 127114
SAN DIEGO, CA
Past
August 13, 2001 - October 1, 2003
QA3 FINANCIAL CORP.
BD
CRD#: 14754
OMAHA, NE
Past
October 21, 1997 - May 4, 2001
KEYBANC CAPITAL MARKETS INC.
BD
CRD#: 566
CLEVELAND, OH
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BLUE WATER CAPITAL MANAGEMENT, LLC
BLUE WATER CAPITAL MANAGEMENT | GREEN, TERRANCE, ANTHONY | BLUE WATER CAPITAL MANAGEMENT, LLC
CRD#: 127193 / SEC#: 801-130294
RIA
Registered Investment Advisory firm - (5/17/2024 Approved)California
Registered Investment Advisory firm - (6/27/2024 Terminated)North Carolina
Registered Investment Advisory firm - (6/4/2024 Terminated)Texas
Registered Investment Advisory firm - (5/28/2024 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(3/1/2021)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
BLUE WATER CAPITAL MANAGEMENT, LLC
BLUE WATER CAPITAL MANAGEMENT | GREEN, TERRANCE, ANTHONY | BLUE WATER CAPITAL MANAGEMENT, LLC
CRD#: 127193 / SEC#: 801-130294
RIA
Registered Investment Advisory firm - (5/17/2024 Approved)California
Registered Investment Advisory firm - (6/27/2024 Terminated)North Carolina
Registered Investment Advisory firm - (6/4/2024 Terminated)Texas
Registered Investment Advisory firm - (5/28/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
315 S. Salem Street #422, Apex, NC 27502
Mailing Address
Phone number
(919) 589-2528
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 389 |
| AUM (Assets Under Management) | $ 140,645,551 |
Red Flags
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Company Information
BLUE WATER CAPITAL MANAGEMENT, LLC
CRD#: 127193Apex, NC 27502TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
