Nathan D. Bilotta
Investment Adviser Representative at Planmember Securities Corporation
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Nathan D. Bilotta is an investment adviser representative with Planmember Securities Corporation in Leominster, MA, where they have been registered since 2025. They have worked in the securities industry since 2007 and have been registered with 3 firms, including Equitable Advisors, LLC and Lincoln Financial Advisors Corporation. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Massachusetts.
Registrations & licenses
- Investment adviser:
- Massachusetts
- Broker:
14 states and territories
Arkansas, California, Colorado, Connecticut, Florida, Maine, Massachusetts, New Hampshire, New York, North Dakota, Rhode Island, South Carolina, Vermont, Virginia
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Lincoln Financial Advisors CorpJun 2007 – Nov 2023Fitchburg, MA
- Equitable Advisors, LLCDec 2023 – Aug 2025New York, NY
- PlanMember Securities CorporationOct 2025 – no end date reportedCarpinteria, CA
- Nathan Bilotta dba Welcome AdvisorsAug 2025 – no end date reportedLeominster, MA
- Nathan Bilotta (self employed)Jan 1996 – no end date reportedLeominster, MA
- Nathan Bilotta (self employed)Jul 2024 – no end date reportedLeominster, MA
- Welcome Financial LLCDec 2025 – no end date reportedLeominster, MA
- City of Fitchburg, MAApr 2026 – no end date reportedFitchburg, MA
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Planmember Securities Corporation
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Commissions
- Hourly
- Fixed fee
- Firm account minimum
- $100
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Investment and retirement savings services for individuals, retirement plan management for employers and unions, business growth support and guidance for distribution partners, and employee education and engagement resources.
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 438
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Carpinteria, CA
- SEC file number:
- 801-39177
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 17, 2026
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Nathan D. Bilotta has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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