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Jason Saul Rosenberg

REALTERM TRANSPORTATION LLC·ANNAPOLIS, Maryland
Clean recordREALTERM TRANSPORTATION LLC
201 WEST STREET, ANNAPOLIS, MD 21401CRD# 2703958Firm CRD# 322689

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jason Saul Rosenberg · ANNAPOLIS, MD
Registration
CRD #2703958 · REALTERM TRANSPORTATION LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jason Saul Rosenberg is a registered financial advisor based in ANNAPOLIS, Maryland, affiliated with REALTERM TRANSPORTATION LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
REALTERM TRANSPORTATION LLC
REALTERM
AUM
$9.2B
Regulatory assets under management
Employees
228
Total firm employees
View all advisors at REALTERM TRANSPORTATION LLC →
Services
Pension consulting
Other
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: DEVELOPMENT, CONSTRUCTION, PROPERTY MANAGEMENT, LEASING
Regulatory
SEC/IARD CRD# 2703958
Firm CRD# 322689
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jason Saul Rosenberg offer?
Jason Saul Rosenberg specializes in Retirement Planning. Contact their office in ANNAPOLIS, Maryland for a consultation.
What are Jason Saul Rosenberg's credentials?
Jason Saul Rosenberg is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jason Saul Rosenberg located?
Jason Saul Rosenberg is based in ANNAPOLIS, Maryland, working with REALTERM TRANSPORTATION LLC. Their office serves clients in the ANNAPOLIS metropolitan area and surrounding communities.
How does Jason Saul Rosenberg charge for services?
Jason Saul Rosenberg's firm is compensated through percentage of aum, performance-based fees, other: development, construction, property management, leasing. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is REALTERM TRANSPORTATION LLC?
REALTERM TRANSPORTATION LLC has approximately 228 employees and manages $9.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at REALTERM TRANSPORTATION LLC

Roberta Paquin
ANNAPOLIS, MD
Paul C Sisson
ANNAPOLIS, MD
Amanda Battist
ANNAPOLIS, MD
Bastian Van Halder
ANNAPOLIS, MD
Peter Gideon Lesburg
ANNAPOLIS, MD
Robert Fordi
ANNAPOLIS, MD

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