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The Human Element Behind Service, Innovation, Support

 

 

 

 

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

Robb Baldwin

Robb Baldwin

PRESIDENT AND CEO

Biography »

Rob Dilbone

Rob Dilbone

MANAGING DIRECTOR

Biography »

R. Scott Victoria

R. Scott Victoria

Chief Operating Officer

Biography »

Charles Christensen

Charles Christensen

Chief Financial Officer

Biography »

James Halvosa

James Halvosa

Chief Compliance Officer

Biography »

Charles Reiling 350x350

Charles "Chaz" Reiling

Chief Product Officer

Biography »

Bill Coppel

Bill Copper

Chief Client Growth Officer

Biography »

Jon Patullo

Jon Patullo

Chief Product Officer

Biography »

Management Team

Amie Shields

Amie Shields

Manager of Business Development and Transitions

Biography »

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Curt Mansfield

Cashiering Manager

Biography »

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Susan Mitchell

Accounts and Transfers Manager

Biography »

Melissa Morvay

Melissa Morvay

Human Resources Manager

Biography »

Hardik Patel Headshot

Hardik Patel

Head of Technology

Biography »

Jessica Shores Headshot

Jessica Shores

Marketing Director

Biography »

Bret Feldman Headshot

Bret Feldman

Advisor Services Manager

Biography »

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Brandon Storch

Senior Product Manager

Biography »

How can TradePMR help you
transform your business?

 

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