Appia Financial Services
Firm details
- Headquarters
- Jersey City, New Jersey
- CRD number
- 335559
- Registered since
- January 29, 2026
Firm profile
FINTRXOverview
Appia Financial Services is organized as a limited liability company and is listed as having registered with the SEC in 2026. Ownership is described as a mix of a domestic entity and an individual. The firm is classified as unclassified in the snapshot data and self-reports that it does not operate as a capital allocator, is not an active ESG investor, and does not identify as a multistate adviser. Public disclosures about the firm’s specific advisory services, client segments, fee model, and investment orientation are minimal in the source record.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Keith Peckholdt
Chief Operating Officer and PartnerCRD 1271599

John Stracquadanio
Chief Executive OfficerCRD 1643369
Contacts
3 of 4
Brad Rothbaum
Managing DirectorCRD 1802673

Guy Haselmann
Sr. Business Development ManagerCRD 1845975
Michael De Gaglia
Head of Securities LendingCRD 2761264
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Jersey City, NJ
Hudson
Location
Jersey City, NJ
Headquartered in Jersey City, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Hudson
- Address
- 101 Hudson St
- Time zone
- ET (UTC-5)
- Office locations
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