FIND A APPIA FINANCIAL SERVICES FINANCIAL ADVISOR NEAR ME
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CRD#: 335559
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FIRM PROFILE
Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information
Where the Statistical Data for APPIA FINANCIAL SERVICES Comes From
Understanding the Statistics for APPIA FINANCIAL SERVICES and How They Compare to Other Firms Through Our Analysis
Average Account Value
Individuals
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HNWI
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Breakdown of Assets Under Management
Total Client Assets:
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Individuals
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HNWI
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MISC
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Employees
Total
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Registered
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Client Ratios
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Clients
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Individuals
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HNWI
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Firm Disclosures
No Disclosures
FIRM INFORMATION
Main Address
200 Vesey Street 24th Floor, New York, NY, 10281
Mailing Address
200 Vesey Street 24th Floor, New York, NY, 10281
Firm Size
Small
Phone Number
(646) 952-8699
Established
Delaware since 10/25/2024
Firm Type
Limited Liability Company
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
The Importance of Understanding a Firm’s Role when Evaluating an Advisor
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Advisor's working at APPIA FINANCIAL SERVICES
KP
Keith Edward Peckholdt
RR
CRD#: 1271599
Location:
Jersey City, NJ 07302
Company:
APPIA FINANCIAL SERVICES
Disclosures:
Experience:
41 years
BR
Brad Anders Rothbaum
RR
CRD#: 1802673
Location:
Jersey City, NJ 07302
Company:
APPIA FINANCIAL SERVICES
Disclosures:
Experience:
38 years
JS
John Stracquadanio
RR
CRD#: 1643369
Location:
Jersey City, NJ 07302
Company:
APPIA FINANCIAL SERVICES
Disclosures:
Experience:
31 years
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