Vinit Madan

Employer firm

Farther CRD 302050

$16.0B regulatory AUM 450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2016 → 12/2019
  Morgan Stanley
  Irvine, CA
• 07/2020 → 12/2021
  20/20 Capital Management, Inc.
  Costa Mesa, CA
• 12/2019 → 06/2020
  Pacific Rim Capital
  Irvine, CA
• 01/2022 → 03/2025
  Prime Capital Investment Advisors, Llc
  Costa Mesa, CA
• 05/2025 → Present
  Farther
  Newport Beach, CA

Previous Registrations

• 2022-05-03 → 2025-03-14
  Prime Capital Financial
  Overland Park, KS
  Costa Mesa, CA
• 2020-07-06 → 2022-12-31
  20/20 Capital Management, Inc
  Costa Mesa, CA
• 2016-11-03 → 2019-12-16
  Morgan Stanley
  Laguna Niguel, CA
  Irvine, CA

Exams

• S66 Uniform Combined State Law Examination
  2016-11-03
• S63 Uniform Securities Agent State Law Examination
  1998-09-16