Deborah L. Hobart
BLUE WATER CAPITAL MANAGEMENT
Apex, NC 27502
Some features on this profile are disabled
CRD#: 7123806
Professional summary
Deborah Lynn Hobart, CFP®, who also goes by Deborah Lynn Cukauskas, is a registered financial advisor currently at BLUE WATER CAPITAL MANAGEMENT, LLC located in Apex, North Carolina.
Deborah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Deborah has worked at 1 firm and has passed the Series 65 exam.
Biography
Debbie is a financial advisor at Blue Water Capital Management, LLC and is a CERTIFIED FINANCIAL PLANNER™ professional. She earned her BS in Accounting at George Mason University and holds CPA licenses in the states of VA and NC. She has worked in the financial services industry for over 20 years.
Question & Answer
Do you have an area of expertise or specialization?
Generation X
Investment Advice with Ongoing...
Investment Advice without Ongo...
Millennials
Retirement Plan Investment Adv...
Women's Financial Planning Iss...
Are you a "fiduciary"?
Yes
Aliases
Deborah Lynn Cukauskas
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.
CRS (Client Relationship Summary) - RIA
Click below to view Deborah Lynn Hobart'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®
Experience
Current
May 23, 2019 - Present
BLUE WATER CAPITAL MANAGEMENT, LLC
Office #1: 315 S. Salem Street Suite 422, Apex, NC 27502RIA
CRD#: 127193
Apex, NC
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
North Carolina(5/23/2019)
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
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
BLUE WATER CAPITAL MANAGEMENT, LLC
CRD#: 127193Apex, NC 27502TRUST BUT VERIFY
Monitor Deborah Hobart
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
Contact information
(xxx) xxx-xxxx
