Meg Patricia Sheil-puopolo
Investment adviser representative at Verdence Capital Advisors, LLC
25 yearsExperience
1 stateRegistered in
$4.6BFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
25 years in the industry.
- Verdence Capital Advisors, LLCApr 2019 to now
- Purshe Kaplan Sterling InvestmentsAug 2019 to Dec 2019
- Fidelity Personal and Workplace AdvisorsJul 2018 to Apr 2019
- Fidelity Brokerage Services,LLCMar 2001 to Apr 2019
- Fidelity InvestmentsMar 2001 to Apr 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (MD).
Verdence Capital Advisors, LLC
$4.6BAssets managed
1,876Clients
46Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4384629
- Firm CRD
- 288512