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(San Francisco, CA), with $164M, Fidelity Brokerage Services LLC (Smithfield, RI), with $56.3M, Bank of America Private Bank (Dallas, TX), with $10.7M, Automatic Data Processing (Roseland, NJ), with $5.84M, Raymond James & Associates, Inc. (St. Petersburg, FL), with $2.74M and Tiaa (New York, NY), with $2.05M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 3 June 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does 1620 Investment Advisors have?","answer":"1620 Investment Advisors has 3 investment adviser representatives registered with state securities authorities, out of 5 employees, and 3 perform investment advisory functions. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}