Appia Financial Services

Broker-DealerFINRA MemberEst. 2026
Total AUM
Advisory reps
6
Avg account
$0

Firm details

Headquarters
Jersey City, New Jersey
CRD number
335559
Registered since
January 29, 2026

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • John Stracquadanio

    John Stracquadanio

    Chief Executive OfficerCRD 1643369

  • Keith Peckholdt

    Keith Peckholdt

    Chief Operating Officer and PartnerCRD 1271599

Contacts

3 of 4
  • Michael De Gaglia

    Head of Securities LendingCRD 2761264

  • Brad Rothbaum

    Brad Rothbaum

    Managing DirectorCRD 1802673

  • Eugene Picone

    Eugene Picone

    Global Head of Secured Funding Sales and ProductCRD 4997432

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth