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Andre Baldanza, portrait

Andre Baldanza

Investment adviser representative at Diamond Client Group in The Woodlands, TX

Investment adviser registrationUpdated

Andre Baldanza is an investment adviser representative at Diamond Client Group, LLC, an investment adviser managing $186M, and works from its The Woodlands, TX office. Andre Baldanza has been registered through Diamond Client Group since 25 November 2024, has 3 years in the industry across 2 firms and has passed the SIE, Series 7TO and Series 66.

3
Years in industry
1
Years at firm
2
Adviser firms
1
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Andre Baldanza has been an investment adviser representative at Diamond Client Group since November 2024, and is not listed among the firm’s executive officers or direct owners.

Diamond Client Group, LLC is a The Woodlands, TX firm with $186M under management, 436 clients and 11 advisers across 2 offices, as of its March 2026 filing.

Andre Baldanza is an Investment Adviser Representative at Diamond Client Group, LLC, serving the Dallas/Fort Worth area. He provides financial planning for entrepreneurs, drawing on the resources of Diamond Client Consulting and Good Bull Capital. He served in the U.S. Army for over 32 years, retiring as a Colonel in 2018.

Andre Baldanza’s longest registration is the current one, 1 year at Diamond Client Group since 2024. Before joining Diamond Client Group in 2024, Andre Baldanza was registered through MML Investors Services, LLC.

  1. – present · 1 year
    The Woodlands, TX · Adviser representative · Firm CRD 310570
  2. MML Investors Services, LLC
    – · under a year
    Flower Mound, TX · Adviser representative · Firm CRD 10409

Credentials and registrations

Investment adviser representative registrations

Andre Baldanza is registered as an investment adviser representative in Texas, since November 2024.

  • TexasSince 25 November 2024

Examinations

Series 6630 January 2024
Name
Uniform Combined State Law Examination
Series 7TO18 August 2023
Name
General Securities Representative Examination
SIE5 April 2023
Name
Securities Industry Essentials Examination

Key facts

Full name
Andre James Baldanza
CRD
7726147
Firm
Diamond Client Group · CRD 310570
Office
9595 SIX PINES DRIVE, SUITE 6200, The Woodlands, TX 77380
Registration
Investment adviser registration
In the industry since
August 2023
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Andre Baldanza work?

Andre Baldanza is an investment adviser representative registered through Diamond Client Group, LLC since November 2024, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 22 October 2026

Is Andre Baldanza a financial advisor?

Yes. Andre Baldanza has a current investment-adviser registration in Texas, through Diamond Client Group since November 2024.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Andre Baldanza have?

Andre Baldanza has 3 years in the financial industry, since August 2023, across 2 adviser firms.

Source: IAPD individual record, checked 22 October 2026

What exams has Andre Baldanza passed?

Andre Baldanza has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in April 2023.

Source: IAPD individual record, checked 22 October 2026

Where is Andre Baldanza based?

Andre Baldanza’s registered office is in The Woodlands, TX.

Source: IAPD individual record, checked 22 October 2026

Is Andre Baldanza registered with FINRA?

No. Andre Baldanza has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

How can I verify Andre Baldanza’s record?

Search CRD 7726147 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Andre Baldanza’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at Diamond Client Group

Sources

  1. IAPD individual record, CRD 7726147, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Diamond Client Group, LLC, filed 21 March 2026. Executive officers and direct owners; this person is not among them.
  3. Diamond Client Group team page. Biography, education, credentials, awards and the portrait, reproduced for identification.