Investment adviser representative · Fulla Financial Planning
Sarah K. Glass
CRD 8127399 · Lyme, NH
At a glance
Sarah K. Glass is an investment adviser representative with Fulla Financial Planning in Lyme, NH, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Sarah’s SEC record dates to 2025, about 1 years ago.
Current advisory firm
- Fulla Financial PlanningSince September 2025Lyme, NH · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2025 (1 years)
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Sarah’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
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