Robb Baldwin

President & CEO at TradePMR

Speaker

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 advisors).

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, TradePMR's Fusion platform was the #1-rated custody platform in advisor satisfaction in the annual Software Survey2 by Bob Veres and Joel Bruckenstein. Later that year, Financial Planning magazine recognized Robb as one of the "20 People Who Will Change Wealth Management in 20201."

Throughout his career, Robb has earned numerous securities licenses, including Series 7, 24, 53, and 4, 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 industry's absolute best technology and service.