Meg P. Sheil-puopolo

VERDENCE CAPITAL ADVISORS

Hunt Valley, MD 21031

Some features on this profile are disabled

CRD#: 4384629

Professional summary

Meg Patricia Sheil-puopolo, who also goes by Meg P. Sheil, Meg P Sheil-puopolo, Meg P. Sheil-puopolo, is a registered financial advisor currently at VERDENCE CAPITAL ADVISORS, LLC located in Hunt Valley, Maryland.

Meg is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Meg has worked at 5 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Meg P. Sheil | Meg P Sheil-Puopolo | Meg P. Sheil-Puopolo

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Hunt Valley Partners. Investment Related. 50 Schilling Rd, Ste 300, Hunt Valley, MD 21031. Investment Partnership. Partner. 05/2022. 1 Hr/Mo; 0 During Trading Hours. I am strictly an Investor Only. For personal investment purposes only.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Meg Patricia Sheil-puopolo's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 7, 2019 - Present

VERDENCE CAPITAL ADVISORS, LLC

Office #1: 50 Schilling Road Suite 300, Hunt Valley, MD 21031

RIA

CRD#: 288512

Hunt Valley, MD

Past

August 15, 2019 - December 20, 2019

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

Hunt Valley, MD

Past

July 13, 2018 - April 29, 2019

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

BOSTON, MA

Past

September 22, 2005 - July 13, 2018

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

TOWSON, MD

Past

June 28, 2001 - April 26, 2019

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

TOWSON, MD

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

VERDENCE CAPITAL ADVISORS, LLC

KWM ADVISORS, LLC | VERDENCE/FAMILY | VERDENCE CAPITAL ADVISORS, LLC | RIA+

CRD#: 288512 / SEC#: 801-110722

RIA

Registered Investment Advisory firm - (6/26/2017 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Maryland
(6/7/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/2/2005

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 8/13/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/27/2001

General Securities Representative Examination

Current Firm

VERDENCE CAPITAL ADVISORS, LLC

KWM ADVISORS, LLC | VERDENCE/FAMILY | VERDENCE CAPITAL ADVISORS, LLC | RIA+

CRD#: 288512 / SEC#: 801-110722

RIA

Registered Investment Advisory firm - (6/26/2017 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

50 Schilling Road Suite 300, Hunt Valley, MD 21031

Mailing Address

Phone number

(410) 472-5380

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (26 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/28/2025)

Regulatory assets under management

Total Number of Accounts	7,206
AUM (Assets Under Management)	$ 3,912,055,977

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
07/24/2025	Cover Page	Report
09/11/2024	Cover Page	Report
01/03/2024	Cover Page	Report
11/18/2022	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Lawrence Leitch

LPL FINANCIAL LLC

IAR

TOWSON, MD

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Meg P. Sheil-puopolo

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Meg Patricia Sheil-puopolo's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

FIDELITY PERSONAL AND WORKPLACE ADVISORS

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

Primary Firm SEC Registration

VERDENCE CAPITAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/2/2005

Series 63

Date: 8/13/2001

SIE

Date: 10/1/2018

Series 7

Date: 6/27/2001

Current Firm

VERDENCE CAPITAL ADVISORS, LLC

Contact information

SEC notice filing (26 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

VERDENCE CAPITAL ADVISORS, LLC

TRUST BUT VERIFY

Similar Advisors