Vinit
Madan

Prime Capital Investment Advisors, LLC

CRD#2966180
Investment Advisor
in Leawood, KS

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About this Advisor

Vinit Madan is a financial advisor based in Leawood, Kansas, working with Prime Capital Investment Advisors, LLC. Vinit has previously held positions at Morgan Stanley, Sagg Main Partners, Took Time Off, Pacific Rim Capital, Ameritas Investment Company, LLC, Private Client Services, Prime Capital Investment Advisors, LLC, 20/20 Capital Management, Inc, and Morgan Stanley Private Bank, N.A. Vinit has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California. Currently, Vinit is part of Prime Capital Investment Advisors, LLC, which operates out of Leawood, Kansas. The firm has 70 offices and 353 employees. The firm manages assets totaling $24.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Prime Capital Investment Advisors, LLC includes asset-based, hourly, fixed, performance-based, and other fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees, Others

Office Location

6201 College Blvd. Suite #150
Leawood, KS 66211

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Prime Capital Investment Advisors, LLC Brokerage Details

Total Assets Under Management

$24,362,866,552

KS Average: $2,243,162,756
Total Number of Employees

353

KS Average: 44
Total Number of Accounts

30,635

KS Average: 4,091
Average Account Size

$795,262

KS Average: $548,316

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Vinit Madan Work History

2022 - Present (2 years)

Private Client Services

2022 - Present (2 years)

Prime Capital Investment Advisors, LLC

2021 - 2022 (1 year)

Ameritas Investment Company, LLC

2020 - 2020 (< 1 year)

Pacific Rim Capital

2020 - 2023 (3 years)

20/20 Capital Management, Inc

2017 - 2019 (2 years)

Morgan Stanley

2016 - 2017 (1 year)

Morgan Stanley

2016 - 2016 (< 1 year)

Took Time Off

2016 - 2019 (3 years)

Morgan Stanley Private Bank, N.A

2012 - 2015 (3 years)

Sagg Main Partners

Disclosures

Please visit the SEC profile of Vinit Madan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Prime Capital Investment Advisors, LLC

John M Burke
Leawood, KS
Jasen Mangrum
Leawood, KS
Richard Murray
Leawood, KS
Lisa Jones
Leawood, KS
Jennifer Flaherty
Leawood, KS
Matt Waters
Leawood, KS
Steven Mcbrayer
Leawood, KS
Scott Duba
Leawood, KS

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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