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.

At a Glance

Always Fiduciary

Min. Asset: $250K–$500K

Services Offered

Retirement Planning

Retirement Income Management

Investment Planning

Education Planning

Comprehensive Financial Planning

Insurance Planning

Specializations

Baby Boomers

Corporate Executives

Investment Advice with Ongoing Management

Investment Advice without Ongoing Management

Retirement Plan Investment Advice

Retirement Planning & Distribution Rules

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.

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Terrance Anthony Green's CRS (Customer Relationship Summary).

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^®

Certified Financial Planner

Start date: 2002

Experience

Current

September 26, 2003 - Present

BLUE WATER CAPITAL MANAGEMENT, LLC

Office #1: 315 S Salem Street #422, Apex, NC 27502

RIA

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.

CRD#: 14754

OMAHA, NE

Past

October 21, 1997 - May 4, 2001

KEYBANC CAPITAL MARKETS INC.

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)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 11/13/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 10/6/1997

General Securities Representative Examination

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)

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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

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - BLUE WATER CAPITAL MANAGEMENT (2/27/2026)

Regulatory assets under management

Total Number of Accounts	385
AUM (Assets Under Management)	$ 159,771,944

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

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Terrance A. Green

Professional summary

At a Glance

Services Offered

Specializations

Biography

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Terrance Anthony Green's CRS (Customer Relationship Summary).

Certified licenses

Experience

TROVENA, LLC.

COLLABORATIVE WEALTH STRATEGIES GROUP, INC.

QA3 FINANCIAL CORP.

KEYBANC CAPITAL MARKETS INC.

Primary Firm SEC Registration

BLUE WATER CAPITAL MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 11/13/1997

Series 7

Date: 10/6/1997

Current Firm

BLUE WATER CAPITAL MANAGEMENT, LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BLUE WATER CAPITAL MANAGEMENT, LLC

TRUST BUT VERIFY

Contact information

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