We're TradePMR, and we believe in having a choice for a better custodial service.
One whose team knows you on a first-name basis. A custodial services provider with award-winning service3 and technology2 to deliver what you may need, when you need it. Most of all, we believe in a custodial service platform that knows your company and supports your success like it's their own.
In 1998, Robb Baldwin was an RIA who envisioned a custodial services provider uniquely focused on offering the best technological tools and extraordinary support and service to RIAs.
That vision became TradePMR.
Whether it’s handling a portion or all of your business, we have the award-winning customer service3 and technology2 offerings designed to help you grow.
Whether you are a breakaway broker or an existing RIA, our dedicated transition team walks each firm through a tailored conversion that takes into account each firm's unique timeline and demands. As an ACAT-eligible firm with digital customer onboarding, our process is streamlined, and positions are transferred with as little downtime as possible.
You’ll never get the call center treatment from TradePMR. You’ll know our staff by name and have direct numbers for whomever you need to call. Get the resources, training and dedicated support you want to operate efficiently and successfully.
Evolving from more than a decade of experience and feedback from thousands of successful advisors, TradePMR offers tech solutions specifically designed for independent RIAs. Learn more about our award-winning2 custody platform, Fusion.
Without a rival retail division, we don't compete for your clients' assets or attention. Ever. We focus solely on independent financial advisors, which means we serve your business like it's our own.
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
JOIN OUR TEAM
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
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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