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The Human Element Behind Service, Innovation, Support

 

 

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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.

Executive Team

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Robb Baldwin

PRESIDENT AND CEO

Biography »

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Rob Dilbone

MANAGING DIRECTOR

Biography »

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Scott Victoria

Chief Operating Officer

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Charles Christensen

Chief Financial Officer

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James Halvosa

Chief Compliance Officer

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Management Team

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Cris Frankel

VP of Business Development

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Curt Mansfield

Cashiering Manager

Biography »

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Susan Mitchell

Accounts and Transfers Manager

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Melissa Morvay

Human Resources Manager

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Hardik Patel

Head of Technology

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Jessica Shores

Marketing Director

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Amie Shields

Advisor Services Manager

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Brandon Storch

Senior Product Manager

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Mark Reinhart

Cybersecurity Risk Manager

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How can TradePMR help you
transform your business?

 

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RIA Custodian Culture – Finding a Provider that’s Invested in Your Success

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