Domenic Bosco
Investment adviser representative at Planmember Securities Corporation
24 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
24 years in the industry.
- Planmember Securities CorporationSep 2026 to now
- Welcome FinancialSep 2026 to now
- Fidelity InvestmentsJun 2024 to Aug 2026
- AlkuJun 2023 to Aug 2023
- Nathan Bilotta CrpcMay 2023 to Aug 2023
- Fmc Ice SportsMar 2022 to May 2024
- Sterling National Country ClubMar 2021 to Jun 2023
- -Mar 2020 to Mar 2021
- The International Golf Club and ResortMar 2019 to Mar 2020
- Orchard Hills Athletic ClubJun 2018 to Mar 2019
- US Soccer Referee AssociationJun 2017 to Mar 2019
- -May 2002 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2025
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
- 7948971
- Firm CRD
- 11869