Andre James Baldanza
Investment adviser representative at Diamond Client Group, LLC
33 yearsExperience
1 stateRegistered in
$185.8MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
33 years in the industry.
- Diamond Client Group, LLCNov 2024 to now
- MML Investors Services, LLCApr 2023 to Nov 2024
- Mass Mutual Life Insurance CompanyNov 2022 to Nov 2024
- US Army (retired)Sep 2018 to Oct 2022
- United States ArmyApr 1993 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (TX).
Diamond Client Group, LLC
$185.8MAssets managed
436Clients
10Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7726147
- Firm CRD
- 310570