Niva WealthLet’s talk

Robert Fordi

Chief Executive Officer and Chief Investment Officer at Realterm Transportation

Officer record from the firm’s Form ADVForm ADV filed 6 May 2026

Robert Fordi is Chief Executive Officer and Chief Investment Officer of Realterm Transportation LLC, a Annapolis investment adviser.

Role at Realterm Transportation

Title on Schedule A
Chief Executive Officer and Chief Investment Officer
Control
Robert Fordi is a control person of Realterm Transportation.
Ownership
The filed direct ownership band is 25% to 50%.
Tenure
Robert Fordi has held the filed role since July 1999.

The firm

Realterm Transportation LLC
Annapolis, MD

Form ADV filed 6 May 2026

$10.9B AUM16 clients109 advisers17 offices

Career on record

The IAPD individual lookup on 18 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.

Registrations and exams

Individual registration and examination information for Robert Fordi is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.

Officer record

Full name
Robert Fordi
CRD
7739709
Firm
Realterm Transportation LLC
Record basis
Form ADV officer listing
Firm bio
realterm.com

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Background

Realterm identifies Robert “Bob” Fordi as CEO and CIO and says he joined the firm in 1999. Official firm biography

Education

Common questions

Where does Robert Fordi work?

Robert Fordi has been Chief Executive Officer and Chief Investment Officer of Realterm Transportation LLC since July 1999, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 6 May 2026

Leadership at Realterm Transportation

Sources

  1. IAPD individual lookup, CRD 7739709. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Realterm Transportation LLC, filed 6 May 2026. Title, control and ownership bands.
  3. Realterm Transportation team page. Biography, education, credentials, awards.

Retrieved 18 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Robert Fordi or Realterm Transportation LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.