Sarah Katherine Glass

Current Employers

Fulla Financial Planning

Lyme, NH • United States

Current Registrations

Authority	Category	Status	Date
NH	RA	APPROVED	2025-09-03

NH RA
APPROVED

Since 2025-09-03

Branch Locations

Lyme, NH • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Fulla Financial Planning Llc	Lyme	NH	03/2024	Present
Southern New Hampshire University	Manchester	NH	07/2021	03/2024
Sisters In Crime	Lawrence	KS	01/2009	03/2019
N/A	Lyme	NH	03/2019	06/2021

03/2024 → Present

Fulla Financial Planning Llc

Lyme, NH
07/2021 → 03/2024

Southern New Hampshire University

Manchester, NH
01/2009 → 03/2019

Sisters In Crime

Lawrence, KS
03/2019 → 06/2021

N/A

Lyme, NH

Other Businesses

Sarah Glass is a member of the investment committee for the non-profit charitable organization, Friends of Naval Academy Music. Volunteering approximately 4 hours a month, primarily during non-market hours, she reviews investment policy statements, monitors investment performance, and makes recommendations to the committee regarding asset allocation and investment manager selection. Sarah Glass does not have trading authority over the organization’s assets. She receives no compensation for her time. Clients of FFP are not involved in, nor are they solicited to participate in this outside business activity.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-05-15

S65 Uniform Investment Adviser Law Examination

2024-05-15

Other Names

Sarah Katherine Talley

View on SEC IAPD