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

Management Team

How can TradePMR help you
transform your business?

3 min read

SYNERGY25 Recap: TradePMR’s Robb Baldwin on Helping RIAs Seize Opportunities of the Future

2 min read

TradePMR Announces New Integrations with CRMs to Enhance New Account Opening

4 min read

Focus on Family Wealth: How to Build Financial Wellness Across Generations

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Trade-PMR, Inc.
P.O. Box 358230
Gainesville, FL 32635‑8230

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2511 NW 41st St.
Gainesville, FL 32606

TRADEPMR ADVISOR SUPPORT
88-TRADEPMR
(888-723-3767)

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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 2020-2025, 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.
Market volatility, volume, and system availability may impact account access and trade execution.
TradePMR, Inc. is a subsidiary of Robinhood Markets, Inc.
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