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 being owned by both a domestic entity and an individual. The firm registered with the SEC in 2026. FINTRX classifies the adviser as "Unclassified" and its profile indicates it is not a capital allocator. The firm does not appear to position itself as an ESG-focused manager, and it is not identified as a multi-state adviser. The dataset also flags that Appia Financial Services is not a pension consultant and is not listed as a related adviser to another registered manager. Beyond these basic registry and classification markers, there is minimal public detail about the firm’s business activities, advisory offerings, or fee structure in the provided 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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