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, and 2022, 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.