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Meg Patricia Sheil-puopolo

Verdence Capital Advisors, LLC

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About Meg Patricia Sheil-puopolo

Meg Patricia Sheil-puopolo is a financial advisor registered in the state of Maryland. Meg is associated with Verdence Capital Advisors, LLC. Meg has been working in the financial industry for 18 years. Meg has experience in providing asset allocation, retirement and estate planning services. Meg is a financial advisor specializing in financial planning, consulting, selection of other advisers, and portfolio management for businesses and individuals.

Firm Information

Meg Sheil-puopolo is currently registered with Verdence Capital Advisors, LLC. Verdence Capital Advisors, LLC is a registered investment advisor with over $3.3 billion in regulatory assets under management. Based in Hunt Valley, Maryland, the firm offers a range of advisory services, including financial planning, portfolio management for individuals and businesses, and consulting. They serve a diverse clientele, including high-net-worth individuals, corporations, charitable organizations, and pension plans.
Verdence Capital Advisors, LLC

50 SCHILLING ROAD

HUNT VALLEY, MD 21031

$3.31B

Assets Under Management

Not reported

Total Clients

33

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting

Consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Meg Sheil-puopolo’s Registration & Firm History

MD

06/07/2019 - Present

Verdence Capital Advisors, LLC (HUNT VALLEY MD)

MD

08/15/2019 - 12/20/2019

PURSHE KAPLAN STERLING INVESTMENTS (Hunt Valley MD)

MD

06/28/2001 - 04/26/2019

FIDELITY BROKERAGE SERVICES LLC (TOWSON MD)

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Licenses & Designations

BOTH

Issued 09/02/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/13/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/27/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Meg Patricia Sheil-puopolo.
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