Sarah K. Glass

FULLA FINANCIAL PLANNING

LYME, NH

CRD#: 8127399

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Professional summary

Sarah Katherine Glass, who also goes by Sarah Katherine Talley, is a registered financial advisor currently at FULLA FINANCIAL PLANNING located in Lyme, New Hampshire.

Sarah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Sarah has worked at 1 firm and has passed the Series 65 and SIE exams.

At a Glance

Always Fiduciary

Aliases

Sarah Katherine Talley

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sarah Katherine Glass's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 3, 2025 - Present

FULLA FINANCIAL PLANNING

RIA

CRD#: 337622

LYME, NH

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New Hampshire
(9/3/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/15/2024

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 5/12/2023

Securities Industry Essentials Examination

Current Firm

FULLA FINANCIAL PLANNING

FULLA FINANCIAL PLANNING | FULLA FINANCIAL PLANNING LLC

CRD#: 337622 / SEC#:

New Hampshire

Registered Investment Advisory firm - (9/3/2025 Approved)

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Contact information

Main Address

Lyme, NH

Mailing Address

Phone number

(802) 227-4020

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Sarah K. Glass

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sarah Katherine Glass's CRS (Customer Relationship Summary).

Certified licenses

Experience

FULLA FINANCIAL PLANNING

State Registrations and Notice Filings

Exams

Series 65

Date: 5/15/2024

SIE

Date: 5/12/2023

Current Firm

FULLA FINANCIAL PLANNING

Contact information

Documents

Red Flags

Company Information

FULLA FINANCIAL PLANNING

TRUST BUT VERIFY

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