Nathan D. Bilotta
Investment adviser representative at Planmember Securities Corporation
30 yearsExperience
1 stateRegistered in
$10.1BFirm assets
35 yearsFirm 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 feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
30 years in the industry.
- City of Fitchburg, MaApr 2026 to now
- Welcome Financial LLCDec 2025 to now
- Planmember Securities CorporationOct 2025 to now
- Nathan Bilotta dba Welcome AdvisorsAug 2025 to now
- Nathan Bilotta (self Employed)Jan 1996 to now
- Equitable Advisors, LLCDec 2023 to Aug 2025
- Lincoln Financial Advisors CorpJun 2007 to Nov 2023
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (MA).
Planmember Securities Corporation
$10.1BAssets managed
69,645Clients
424Advisers
35 yearsIn 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
- 5374182
- Firm CRD
- 11869