Meg Patricia Sheil-Puopolo
Investment Adviser Representative at Verdence Capital Advisors, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Meg Patricia Sheil-Puopolo is an investment adviser representative with Verdence Capital Advisors, LLC in Hunt Valley, MD, where they have been registered since 2019. They have worked in the securities industry since 2001 and have been registered with 3 firms, including Fidelity Personal and Workplace Advisors and Strategic Advisers LLC. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Maryland.
Office
Advisors at this office: 23
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Maryland
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Fidelity Brokerage Services,llcMar 2001 – Apr 2019Cincinnati, OH
- Fidelity Personal AND Workplace AdvisorsJul 2018 – Apr 2019Boston, MA
- Verdence Capital Advisors, LLCApr 2024 – no end date reportedHunt Valley, MD
- Fidelity InvestmentsMar 2001 – Apr 2019Towson, MD
- Purshe Kaplan Sterling InvestmentsAug 2019 – Dec 2019Albany, NY
- Verdence Capital Advisors LLCApr 2019 – Apr 2024Hunt Valley, MD
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Verdence Capital Advisors, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Private wealth management, family office services, financial planning, legacy preservation, business exit planning, and wealth event planning, all with concierge-level support and access to alternative and private investments
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 35
- Offices listed on AdvisorFinder:
- 3
- Main office:
- Hunt Valley, MD
- SEC file number:
- 801-110722
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of May 22, 2026
View full firm profileOther advisors at Verdence Capital Advisors, LLC
Showing 12 of 35 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Meg Patricia Sheil-Puopolo has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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