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RIA / WealthAdvisordual registered (broker-dealer)29 years in industry

FREDRIK MAGNUS VIRGIN

Advisor at ROCKEFELLER CAPITAL MANAGEMENT

ATLANTA, GA | Boca Raton, FL

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Search this name across graphsid dfx:ria:ad4d7bae-29d3-0747-cf7b-c79b5e705fa3

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:59 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Jan 8, 2000 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ROCKEFELLER CAPITAL MANAGEMENT
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 25, 1997earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S65|S63
First exam: Jun 25, 1997
First registration: Jan 8, 2000
Dual registered: yes, broker-dealer
Other names: MAGNUS VIRGIN
IAPD individual key: 2743410

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ROCKEFELLER CAPITAL MANAGEMENT	Bd affiliated wealth	Sep 4, 2026	n/a	yes	Boca Raton, FL\|ATLANTA, GA	Current employment
MORGAN STANLEY	Wirehouse	Feb 5, 2013	Sep 7, 2026	no	BOCA RATON, FL\|Boca Raton, FL\|BOCA RATON, FL	Previous registration
OPPENHEIMER & CO. INC.	Bd affiliated wealth	Apr 24, 2009	Feb 1, 2013	no	BOCA RATON, FL\|CORAL SPRINGS, FL	Previous registration
BANC OF AMERICA INVESTMENT SERVICES, INC.	n/a	Apr 25, 2003	Apr 21, 2009	no	CORAL SPRINGS, FL\|CORAL SPRINGS, FL\|COCONUT CREEK, FL\|FORT LAUDERDALE, FL\|CORAL SPRINGS, FL\|FT. LAUDERDALE, FL	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Jan 8, 2000	Apr 29, 2003	no	CORAL SPRINGS, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MORGAN STANLEY	ROCKEFELLER CAPITAL MANAGEMENT	Sep 7, 2026	Sep 4, 2026	-3	Firm change	Wirehouse to ibd
OPPENHEIMER & CO. INC.	MORGAN STANLEY	Feb 1, 2013	Feb 5, 2013	4	Firm change	Other
BANC OF AMERICA INVESTMENT SERVICES, INC.	OPPENHEIMER & CO. INC.	Apr 21, 2009	Apr 24, 2009	3	Firm change	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	BANC OF AMERICA INVESTMENT SERVICES, INC.	Apr 29, 2003	Apr 25, 2003	-4	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
149777:291361:FL:2026-09-07	Sep 7, 2026	Sep 4, 2026	BOCA RATON, FL	Firm change

Relationships

Registered with (5)

→ ROCKEFELLER CAPITAL MANAGEMENTRegistered adviserregistration: current employment
Sep 4, 2026 to presentfactForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Feb 5, 2013 to Sep 7, 2026factForm ADV
→ OPPENHEIMER & CO. INC.Registered adviserregistration: previous registration
Apr 24, 2009 to Feb 1, 2013factForm ADV
→ BANC OF AMERICA INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Apr 25, 2003 to Apr 21, 2009factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Jan 8, 2000 to Apr 29, 2003factForm ADV

Dated events

Occurred
Sep 7, 2026
Advisor changed firm
Fredrik Magnus Virgin left Morgan Stanley for Rockefeller Capital Management (registered 2026-09-04)
Form ADVobserved 5 days ago