Terrance Anthony Green

Employer firm

Blue Water Capital Management, LLC CRD 127193

$160M regulatory AUM 9 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2006 → 01/2021
  Blue Water Capital Management, Llc
  San Diego, CA
• 01/2021 → Present
  Blue Water Capital Management, Llc
  Apex, NC

Previous Registrations

• 2003-09-26 → 2006-10-03
  Trovena, Llc.
  San Diego, CA
• 2003-08-18 → 2003-09-29
  Collaborative Wealth Strategies Group, Inc.
  San Diego, CA

Exams

• S63 Uniform Securities Agent State Law Examination
  1997-11-13

Designations

• Certified Financial Planner

Other Names

• Terry Green
• Terrrance Anthony Green