Trade-Pmr Inc.

Broker-DealerFINRA MemberEst. 1999
Total AUM
Advisory reps
95
Avg account
$0

Firm details

Headquarters
Clearwater, Florida
CRD number
46350
Registered since
June 21, 1999

Firm profile

FINTRX

Overview

Trade-Pmr Inc. is organized as a corporation and is recorded as an SEC-registered entity since 1999. The FINTRX snapshot lists the firm's ownership as a mix of a domestic entity and an individual and assigns it an "unclassified" firm type. The profile indicates Trade-Pmr Inc. is not acting as a capital allocator, does not identify as an active ESG investor, and is not registered as a multi-state adviser. The record also flags that it is neither newly formed nor serving in a pension consultant or related-adviser capacity. The firm did not provide descriptions of specific advisory or investment activities in the available profile.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 4
  • Robb Baldwin

    Robb Baldwin

    President and CEOCRD 1409477

  • Richard Victoria

    Richard Victoria

    Chief Operating OfficerCRD 5371275

  • Charles Reiling

    Charles Reiling

    Chief Legal OfficerCRD 2916761

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Contacts

3 of 91
  • Jessica Denton

    Compliance AssociateCRD 6226319

  • Matthew Strope

    Matthew Strope

    Customer Experience RepresentativeCRD 6767252

  • Sherry Akanni

    Operations AssociateCRD 6828913

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

Location

Primary office

Clearwater, FL

Pinellas

Location

Clearwater, FL

Headquartered in Clearwater, FL, in the South of the United States.

Region
South
County
Pinellas
Address
13945 Evergreen Ave
Time zone
ET (UTC-5)
Office locations

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