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TradePMR’s technology is designed to be exactly what RIAs need because it was developed with the firsthand experiences of its Founder and CEO, Robb Baldwin. Robb, a successful RIA, realized after a difficult custodial merger, that what advisors needed was not only tomorrow’s technology today, but also a broker-dealer uniquely focused on providing extraordinary support and service to advisors.
Instead of building another brokerage firm for individual investors, Robb created a firm solely for RIAs. With that goal in mind, TradePMR delivered its first RIA workstation in 1998.
Rated Custodial Platform in Advisor Satisfaction (2024 T3/Inside Information Advisor Software Survey, Technoogy and Tools for Today, 2022 T3/Inside Information Survey, 2021 T3/Inside Information Advisor Software Survey, and 2019 T3 Software Survey)2
"Excellence in Customer Service Award" Winner (Business Intelligence Group)3
"Top 50 Most Promising FinTech Solutions Providers of 2019" (CIO Review)4
Founder and CEO Robb Baldwin named "20 People who will Change Wealth Management in 2020" (Financial Planning Magazine)1
At TradePMR, our mission is to provide the absolute highest level of support and service to help independent financial advisors reach their goals.
Operate honestly, fairly and with all due diligence and integrity.
Contribute to the success of advisors by supporting their business models and helping them serve their clients.
Improve existing technology and develop new technology to provide state-of-the-art products and services to advisors.
Exceed advisors’ expectations in a positive environment of service and growth with character, cooperation and collaboration.
Continue to research, study and expand our knowledge of the industry to ensure healthy growth and lasting relevance.
Embrace hard work as a significant distinction between being good and being great.
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CORPORATE
Trade-PMR, Inc.
P.O. Box 358230
Gainesville, FL 32635‑8230
Overnight Delivery
2511 NW 41st St.
Gainesville, FL 32606
TRADEPMR ADVISOR SUPPORT
88-TRADEPMR
(888-723-3767)
Business Development
888‑579‑8640
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Sources and Disclosures
1 Baldwin Named one of “20 People Who Will Change Wealth Management in 2020” by the editors at Financial Planning magazine, December, 2019
22024 T3/Inside Information Advisor Software Survey, Joel Bruckenstein and Bob Veres, January 2024, sponsored by SEI, Advyzon, FP Alpha, Addepar, XLR8, and FMG. 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
5 EZRA GROUP Wealth Tech Integration Score, Overview, and Methodology. EZRA GROUP and TradePMR are separate and unaffiliated companies. Custodians do not pay a fee to be evaluated and ranked.
Copyright 2020-2024, Trade-PMR, Inc.
Securities offered through Trade-PMR Inc, Member FINRA/SIPC. Custodial Services provided by First Clearing. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.
Trade-PMR, Inc. is registered with the Securities and Exchange Commissions (SEC) and the Municipal Securities Rulemaking Board (MSRB). The MSRB website address is www.MSRB.org. The MSRB provides a link to an investor brochure that describes the protections that may be provided by the MSRB rules and how to file a complaint with the appropriate regulatory authority.
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