Robb Baldwin is the Founder, President and CEO of TradePMR, a growth-minded, service-oriented technology, and custodial services firm built by RIAs for RIAs (registered investment advisers).
Robb began his career as a financial advisor, transitioning to become a fee-only advisor in the '90s. After a problematic transition occurred following his custodian's acquisition, he knew advisors and their clients deserved better. He envisioned a custodial services provider uniquely focused on offering technology tools and extraordinary support to RIAs. In 1998, Robb founded TradePMR. After more than 20 years in business, the firm's focus has not wavered.
In 2019, 2021, 2022 and 2024, TradePMR's Fusion platform was the #1 rated custody platform in advisor satisfaction in the annual Software Survey by Bob Veres and Joel Bruckenstein.2 Financial Planning magazine also recognized Robb as one of the "20 People Who Will Change Wealth Management in 2020."1
Throughout his career, Robb has earned numerous securities licenses, including Series 7, 24, 53, and 4, which are registered with TradePMR. Today, TradePMR continues to fulfill Robb's original goal of helping advisors find their true independence by providing what he believes is the absolute best technology and service in the industry.
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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