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Hybrid Advisor Platform Press Release

Sep 26, 2008 1:57:31 PM

Hybrid Advisor Platform Press Release

Birmingham, AL / Gainesville, FL – September 26, 2008 – TradePMR and Sterne Agee Financial Services (SAFS) announce a new Hybrid Advisor platform designed to give Registered Investment Advisors (RIA) the freedom to serve commission and fee-based clients with no proprietary pressure either way.

The new platform offers RIAs all the advantages of a full-service firm, with expertise in retail and institutional brokerage; investment banking and underwriting; secondary trading of corporate, municipal, and government securities; and market making in over-the-counter stocks.

About TradePMR

TradePMR is a privately held brokerage firm (Member FINRA/SIPC) located in Gainesville, Florida. Since 1999, it has been a leading provider of Brokerage and Custody services to Independent Registered Investment Advisors (RIAs) and their clients by providing an integrated web-based workstation that enables RIAs to run their practices more efficiently and effectively. TradePMR Brokerage and Custody Services for Registered Investment Advisors

About Sterne Agee

Founded in 1901, Sterne Agee is one of the oldest and largest privately owned brokerage firms in the country. Sterne Agee Financial Services is a subsidiary of Sterne Agee Group, Inc. and is a registered Broker-Dealer, providing investment services through independent

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¹ Baldwin Named one of “20 People Who Will Change Wealth Management in 2020” by the editors at Financial Planning magazine, December, 2019
² T3/Inside Information Survey, Technology and Tools for Today, January 25, 2024, T3/Inside Information Survey, Joel Bruckenstein and Bob Veres, May 2022, sponsored by AssetBook, Holistiplan, Advyzon, Addepar, and Fidelity Investments, T3/Inside Information Advisor Software Survey, Joel Bruckenstein and Bob Veres, March 2021, sponsored by Salesforce, and 2019 Software Survey, Joel Bruckenstein and Bob Veres, January 2019, sponsored by Orion Advisor Services and Morningstar, Inc.
³ Business Intelligence Group Announces the Winners of the 2019 Excellence in Customer Service Awards; Philadelphia, PA, May, 2019
⁴ 50 Most Promising FinTech Solution Providers – 2019, CIOReview, May 2019

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