Business Details
28 Years
experience
Your Trusted RIA Custodial Partner in Gainesville, FL
Founded in 1998 by Robb Baldwin, a former Registered Investment Advisor (RIA), Tradepmr was created to address the unmet needs of independent financial advisors through innovative technology and exceptional service. Our mission is to empower RIAs with tools that streamline operations, enhance client support, and drive business growth. With over 25 years of industry experience, we prioritize integrity, continuous improvement, and personalized support.Recognized for excellence in customer service and top-tier technology integration, we maintain FINRA/SIPC membership and SEC registration, ensuring compliance and trust. Our white-glove service model eliminates call centers, offering direct access to dedicated experts. Backed by Robinhood Markets, we combine financial stability with cutting-edge solutions to democratize finance for advisors and their clients.
Services
Custodial Services
Fusion Technology
Seamless Transition Assistance
White-Glove Support
Integrated Banking Solutions
Details
- Year established: 1998
Highlights and features
- 25+ years of RIA-focused custodial expertise
- AI-powered Fusion SYNC technology for seamless transitions
- Direct access to dedicated support specialists
- No retail division competing for client assets
- Winner of 2019 Excellence in Customer Service Award
Associations and certifications
- FINRA
- SIPC
- SEC Registered
- MSRB
What people say
Award-winning customer service
Seamless migration process
Proactive support team
Innovative Fusion platform
Personalized transition assistance
Services
Custodial Services
Tradepmr provides specialized custodial services for independent financial advisors, ensuring secure asset management and compliance. Our solutions streamline operations, reduce administrative burdens, and offer integrated tools to help RIAs focus on client relationships while maintaining regulatory adherence.
Fusion Technology
Fusion is an AI-driven technology platform designed specifically for RIAs, offering digital onboarding, account management, and client collaboration tools. It enhances efficiency through automation, data integration, and real-time insights to support informed decision-making and business scalability.
Seamless Transition Assistance
Our transition specialists and Fusion SYNC technology automate data transfer and error-checking to minimize disruption during firm migrations. Personalized timelines and dedicated support ensure smooth transitions from competing custodians, reducing timelines from weeks to days while maintaining client continuity.
White-Glove Support
Tradepmr offers direct access to named support specialists without call centers. This one-on-one assistance covers technology training, problem resolution, and operational guidance, ensuring advisors receive personalized solutions to maintain focus on client needs and business growth.
Integrated Banking Solutions
We provide seamless integration with Wells Fargo banking services, enabling RIAs to offer clients cash management, lending, and transaction solutions alongside investment portfolios. This unique partnership enhances service offerings through combined brokerage and banking capabilities tailored for RIA clients.
People
Robb Baldwin
President and CEO
Robb Baldwin founded Tradepmr in 1998 after experiencing challenges as an RIA. With decades of industry experience, he drives innovation and client-focused solutions, earning recognition as a transformative leader in wealth management through Financial Planning magazine.
Rob Dilbone
Chief Revenue Officer
Rob Dilbone leads revenue growth strategies at Tradepmr, leveraging extensive financial services experience to expand market reach. He focuses on delivering value-driven solutions that align with RIAs' evolving needs while maintaining exceptional service standards.
R. Scott Victoria
Chief Operating Officer
R. Scott Victoria oversees daily operations at Tradepmr, ensuring efficient service delivery and organizational excellence. With deep industry knowledge, he implements processes that enhance operational scalability and support the firm's mission of empowering independent advisors.
Charles Christensen
Chief Financial Officer
Charles Christensen manages Tradepmr's financial strategy, bringing expertise in financial operations and growth management. He ensures fiscal responsibility while supporting technological innovation and sustainable business practices aligned with advisor success.
Bill Coppel
Chief Client Growth Officer
Bill Coppel drives client acquisition and retention strategies at Tradepmr. With extensive experience in financial services, he focuses on creating growth opportunities for RIAs through tailored support programs and market expansion initiatives.
Questions
What services does Tradepmr offer for RIAs?
Tradepmr provides custodial services, AI-powered Fusion technology, seamless transition assistance, white-glove support, and integrated banking solutions tailored for independent financial advisors.
How does Tradepmr support RIA business growth?
We offer technology platforms like Fusion SYNC, dedicated transition specialists, and direct advisor support to streamline operations and help RIAs scale efficiently.
Is Tradepmr regulated by financial authorities?
Yes, we are FINRA/SIPC members, SEC-registered, and comply with MSRB regulations to ensure secure and compliant custodial services.
What makes Tradepmr different from other custodians?
We exclusively serve RIAs without competing retail divisions, offering personalized support, proprietary technology, and backing from Robinhood's financial strength.
How does the transition process work with Tradepmr?
Our AI-powered Fusion SYNC automates data transfer while dedicated specialists create personalized timelines to minimize client impact during transitions.
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