Nathan Bilotta
Nathan Bilotta is a registered investment advisor at Planmember Securities Corporation, based in Leominster, MA, with 19 years of industry experience. Nathan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 69,645 clients with $10B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.25% |
| $500K - $1.0M | 0.20% |
| $1M+ | 0.10% |
Maximum annual fee rate is 2.00% across programs; tiered schedule applies to accounts established on or after January 1, 2026. Fees are negotiable.
Fee Estimator
Location
975 Merriam Avenue, Suite 213, Leominster, MA, 01453
Get directionsHistory
Regulatory History (4)
Employment Separation After Allegations
August 2025Judgment / Lien
April 2025Financial
September 2023Customer Dispute
August 2022Other Business ActivitiesSells Insurance
Nathan works as a notary public and is involved in outside insurance business with Midland National Life Insurance Co and Lincoln Life. The notary public role requires minimal time.
Employment History
Current Registrations
Planmember Securities Corporation
Planmember Securities CorporationBroker
Previous Registrations
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
State Registrations14 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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