Robb Baldwin in

Robb Baldwin

Critic · DISC type C
President and CEO at TradePMR
📍 Clearwater, Florida, United States

Robb Baldwin is the Founder and CEO of TradePMR, a custodial services and technology firm he established in 1998 for Registered Investment Advisors (RIAs). He launched the company after experiencing significant service issues as an RIA during a major custodian merger. Robb holds numerous securities licenses, including Series 4, 7, 24, and 63.

Inspired by watching his grandfather meticulously manage his finances, Robb developed an early passion for the industry. He is deeply involved in his Gainesville, Florida community, with his company participating in numerous service projects for organizations like the Ronald McDonald House, the Boys and Girls Club, and Tylers Hope.

Unique fact: Robbs journey into finance was sparked at age 14 by his grandfathers detailed financial ledger, which is now displayed in TradePMRs office.

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Experience
27 Years
Current Role
President and CEO
Job Level
Leadership
Location
Clearwater, Florida, United States
Personality Overview

How Robb shows up

Information Seeker
Critic
Objective Thinker

Unless the value is proven by data, they are unlikely to value fancy features. They enjoy working alone and do not rely on others very often. It is very likely that they will negotiate pricing or other important terms.

Priorities

Topics Robb cares about

Empowering RIAs
Founded TradePMR specifically to solve the service and technology pain points he experienced as a former RIA, aiming to help advisors achieve true independence.
Future of Advice
Frequently speaks about the industry's changing landscape, the impact of AI, and how the recent acquisition by Robinhood will shape the future for advisors.
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Career

Work history

8-1998
President and CEO
TradePMR
In the press

Media appearances

Ep. 282: The Unexpected Alliance: How Robinhood's $300M TradePMR Acquisition Will Reshape Custody with Robb Baldwin. Featured in WealthTechToday
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Navigating the Future of RIAs: Insights from TradePMR’s Robb Baldwin (Ep. 19). Featured in In the Money
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Education
High School Diploma
Oak Hall School
Education details unavailable
Santa Fe College
Social presence
in
Behavioral profile

DISC profile (public)

C

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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