Let's Talk CTA

Our Team is Leading, Innovating, Driving





More than Two Decades Dedicated to Service

TradePMR works with growth-minded independent RIAs (Registered Investment Advisors), providing innovative technology tools and custodial support that could help an advisor transform their business. TradePMR focuses on empowering advisors and their support staff with tools that could help effectively manage their business and provide exceptional support to their clients.

TradePMR’s technology is designed to be precisely what RIAs need because it was developed with the first-hand experiences of its Founder, CEO and former Registered Investment Advisor, Robb Baldwin. After a problematic custodial merger years ago, he realized that what advisors needed was not only tomorrow’s technology today, but also a company uniquely focused on providing extraordinary support and service to advisors.

Founded in 1998, the privately-held brokerage and custodial services provider (MEMBER FINRA/SIPC) is based in Gainesville, Fla.

How can TradePMR help you
transform your business?



Management Team

headshot 1

Robb Baldwin

headshot 2

Rob Dilbone

headshot 3

Cris Frankel

VP of Business Development
Scott Victoria profile-1

Scott Victoria

Chief Operating Officer
3 min read
Best Practice for RIAs Adding a New Custodial Service Provider: Explore Before Buying More
5 min read
TradePMR Earns Highest Satisfaction Score Among Custodial Platforms in 2022 T3/Inside Information Survey
4 min read
How Advisors Can Strategically Leverage Their Data