Terrance Green has been Managing Director and CCO of Blue Water Capital Management since June 2003, is a control person of the firm and directly owns 75% or more of it.
Blue Water Capital Management, LLC is an Apex, NC firm with $160M under management, 106 clients and 2 advisers in one office, as of its February 2026 filing.
Terrance Green is Managing Director of Blue Water Capital Management, LLC. He founded the firm in 2003.
Terrance Green’s longest registration is the current one, 23 years at Blue Water Capital Management since 2003. Before joining Blue Water Capital Management in 2003, Terrance Green was registered through Collaborative Wealth Strategies Group, Inc.
- – present · 23 yearsApex, NC · Adviser representative · Firm CRD 127193
- Capital Financial Advisors– · 3 yearsSan Diego, CA · Adviser representative · Firm CRD 120232
- Collaborative Wealth Strategies Group, Inc.– · under a yearSan Diego, CA · Adviser representative · Firm CRD 127114
Professional designations
Listed by Blue Water Capital Management
- CFP®
Investment adviser representative registrations
Terrance Green is registered as an investment adviser representative in Texas, since March 2021.
- TexasSince 1 March 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 13 November 1997 |
| Series 7 | General Securities Representative Examination | 6 October 1997 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Terrance Anthony Green
- CRD
- 2743962
- Firm
- Blue Water Capital Management · CRD 127193
- Role
- Managing Director and CCO
- Office
- 315 S Salem Street, #422, Apex, NC 27502
- Registration
- Investment adviser registration
- In the industry since
- August 2003
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- bluewaterportfolios.com
Where does Terrance Green work?
Terrance Green has been Managing Director and CCO of Blue Water Capital Management, LLC since June 2003, and is a control person of the firm.
Is Terrance Green a financial advisor?
Yes. Terrance Green has a current investment-adviser registration in Texas, through Blue Water Capital Management since September 2003.
How many years of experience does Terrance Green have?
Terrance Green has 23 years in the financial industry, since August 2003, across 3 adviser firms.
What exams has Terrance Green passed?
Terrance Green has passed 2 licensing exams: the Series 7 and Series 63. The earliest, the Series 7, was passed in October 1997.
Where is Terrance Green based?
Terrance Green’s registered office is in Apex, NC.
Is Terrance Green registered with FINRA?
No. Terrance Green has no current broker registration.
Is Terrance Green a CFP?
Blue Water Capital Management lists Terrance Green with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
Source: Terrance A. Green, CFP®, MsBA biography, bluewaterportfolios.com
How can I verify Terrance Green’s record?
Search CRD 2743962 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Terrance Green’s full registration record.