Glen Andrew Thomas

Employer firm

Sterling Financial Planning Inc CRD 108664

$761M regulatory AUM 5 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• ADVICE ON MATTERS NOT INVOLVING SECURITIES.

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2001 → Present
  Sterling Financial Planning Inc
  Sparta, NJ
• 02/2001 → Present
  Sterling Financial Group, Inc.
  Sparta, NJ

Previous Registrations

• 2003-03-26 → 2004-02-18
  National Planning Corporation
  Sparta, NJ
  Sparta, NJ

Exams

• S63 Uniform Securities Agent State Law Examination
  1990-05-07

Designations

• Chartered Financial Analyst

Other Names

• Glen Andrew Thomas