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 registered as a corporation and shows an SEC registration date of 1999. Ownership is recorded as a mix of a domestic entity and an individual. The firm is classified in FINTRX as "Unclassified," and the profile indicates it does not operate as a capital allocator or as an active ESG investor. The snapshot also records the firm as not a multi‑state adviser. The FINTRX entry offers limited detail on core business lines: client mix, fee model, and specific advisory activities are not populated in the profile. That lack of descriptive material makes it difficult to characterize the firm's target client segments or primary service offerings from this dataset alone.

Assets & Accounts

Investments & Alternatives

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

Unlock 1 more executives

Contacts

3 of 91
  • Jessica Denton

    Compliance AssociateCRD 6226319

  • Matthew Strope

    Matthew Strope

    Customer Experience RepresentativeCRD 6767252

  • Sherry Akanni

    Operations AssociateCRD 6828913

Unlock 88 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth