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 SEC registration in 2026. Ownership is described as a mix of a domestic entity and an individual. The firm is classified as unclassified in the available snapshot and is not identified as a capital allocator. The record contains minimal operational detail: fields for client base, fee schedules, business activities and advisory services are blank in the source. Appia is not marked as an active ESG investor, is not indicated to operate across multiple states, and is not identified as a pension consultant or a related adviser. The lack of public disclosures in key fields makes it difficult to characterize their target clients, service model, or investment approach from the available data.
Assets & Accounts
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
John Stracquadanio
Chief Executive OfficerCRD 1643369

Keith Peckholdt
Chief Operating Officer and PartnerCRD 1271599
Contacts
3 of 4Michael De Gaglia
Head of Securities LendingCRD 2761264

Brad Rothbaum
Managing DirectorCRD 1802673

Eugene Picone
Global Head of Secured Funding Sales and ProductCRD 4997432
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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