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Vinit Madan

Investment adviser representative at Farther
10 yearsExperience
1 stateRegistered in
$16BFirm assets
7 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

10 years in the industry.

  1. FartherMay 2025 to now
  2. Prime Capital Investment Advisors, LLCJan 2022 to Mar 2025
  3. 20/20 Capital Management, Inc.Jul 2020 to Dec 2021
  4. Pacific Rim CapitalDec 2019 to Jun 2020
  5. Morgan StanleyAug 2016 to Dec 2019

Exams passed

  • Series 63 · Uniform Securities Agent State Law1998
  • Series 66 · Uniform Combined State Law2016

State registrations

Registered as an investment adviser representative in 1 state (CA).

Farther

Legal name: Farther Finance Advisors, LLC

$16BAssets managed
14,965Clients
331Advisers
7 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2966180
Firm CRD
302050
Advisor's SEC record (opens in a new tab)
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