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Glen Andrew Thomas

STERLING FINANCIAL PLANNING INC·SPARTA, New Jersey
Series 7, Series 63Clean record23 years registeredSTERLING FINANCIAL PLANNING INC
60 BLUE HERON ROAD, SUITE 201, SPARTA, NJ 07871-2608CRD# 1858079Firm CRD# 108664

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Glen Andrew Thomas · SPARTA, NJ
Registration
CRD #1858079 · STERLING FINANCIAL PLANNING INC · 23 years registered
Brand Profile
Not yet started
01

Career History

STERLING FINANCIAL PLANNING INC
Jul 2007 – present
NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)
Mar 2003 – Feb 2004
SPARTA, NJ
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Registration record
First registered · March 26, 2003
Years registered · 23
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
STERLING FINANCIAL PLANNING INC
CRD 108664 · SEC 801-56025
AUM
$623M
Regulatory assets under management
Employees
8
1,575 client accounts
Services offered by STERLING FINANCIAL PLANNING INC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at STERLING FINANCIAL PLANNING INC →
Introduction

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05

Frequently Asked Questions

What services does Glen Andrew Thomas offer?
Glen Andrew Thomas specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SPARTA, New Jersey for a consultation.
What are Glen Andrew Thomas's credentials?
Glen Andrew Thomas is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Glen Andrew Thomas located?
Glen Andrew Thomas is based in SPARTA, New Jersey, working with STERLING FINANCIAL PLANNING INC. Their office serves clients in the SPARTA metropolitan area and surrounding communities.
How does Glen Andrew Thomas charge for services?
Glen Andrew Thomas's firm is compensated through percentage of aum, hourly charges, subscription fees, other: retirement plan consulting -percentage of plan assets. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STERLING FINANCIAL PLANNING INC?
STERLING FINANCIAL PLANNING INC has approximately 8 employees and manages $623M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at STERLING FINANCIAL PLANNING INC

Nicholas Anthony Nicolette
SPARTA, NJ
Bruce Robert Tucker
SPARTA, NJ
Matthew Joseph Hannum
SPARTA, NJ
Ross David Weiner
SPARTA, NJ
Stephen Walter Wescott
SPARTA, NJ

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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