As TradePMR's Chief Operating Officer (COO), R. Scott Victoria is responsible for the overall advisor experience at TradePMR, overseeing Product, Operations, and Advisor Services. As COO, he enacts the company's custodial services business's strategic priorities and day-to-day operations. Scott leads TradePMR's business committee, which determines the strategic initiatives and direction of the company.
Scott is from Miami, FL and attended the University of Florida where he earned his bachelor's degree in Finance and MBA. He joined TradePMR in 2009 as a trading associate and served in various roles before being named COO in 2018. Scott is a Certified Financial Planner (CFP) and has earned numerous securities licenses, including Series 3, 4, 7, 24, 27, 53, 66 and FL 2 - 15 insurance license. In 2024, Scott received Wealth Solutions Report's Pathfinder Award for Hispanic COO of the Year.
He and his wife reside in Gainesville, Florida with their dogs. Scott enjoys traveling, playing golf, and is an avid Gator fan.
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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
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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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