TradePMR, based in Gainesville, FL, was formed by an advisor frustrated with the second-class handling of broker's RIA divisions. Commencing operations 1998, a brokerage with a new purpose came to market. TradePMR is created and built to benefit the advisor community and their clients.
TradePMR has contracted Sterne, Agee, & Leach, Inc to handle trade execution and processing. Sterne Agee is a renowned, New York Stock Exchange member firm that has been rendering brokerage services for over 100 years. Today, the privately-held company has expanded its reach from the southeast to a national footprint offering the advantages of a full service brokerage firm.
To ensure advisors are the number one interest, TradePMR does not have a retail operation. Registered Investment Advisors benefit from their dedication to the industry, commitment to technological advancement, and outstanding customer service.
The e-Custody Workstation is the advisor's connection to the capital markets. Through the platform, advisors can view client accounts, rebalance portfolios, and enter trades in equities, mutual funds, options, and fixed income products. See more about the e-Custody system. The e-Custody system also integrates a CRM and performance reporting directly into the platform giving you a holistic answer to everything needed to run your practice at a reasonable price point.
Advisor's clients also benefit from TradePMR's technology by having a single place to view their account holdings, documents, and reports.
Neither TradePMR or Sterne, Agee, and Leach, Inc., or any subsidiaries of either, are affiliated with The Investment Advisor Alliance.