DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Fredrik Magnus Virgin

Rockefeller Capital ManagementBD affiliatedAtlanta, Ga dual registrantIAPD 2743410

Feed of 09/14/2026

Also filed as Magnus Virgin

At current firm

0 y

since Sep 4, 2026

In the industry

29 y

since Jun 25, 1997 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Rockefeller Capital Management BD affiliated current
since Sep 4, 2026 · Boca Raton, Fl
Morgan Stanley wirehouse
Feb 5, 2013 to Sep 7, 2026 · Boca Raton, Fl
Oppenheimer & Co. Inc. BD affiliated
Apr 24, 2009 to Feb 1, 2013 · Boca Raton, Fl
Banc Of America Investment Services, Inc. unclassified
Apr 25, 2003 to Apr 21, 2009 · Coral Springs, Fl
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Jan 8, 2000 to Apr 29, 2003 · Coral Springs, Fl

Moves

a registration end followed by a registration begin elsewhere

Morgan Stanley to Rockefeller Capital Management
left Sep 7, 2026, registered Sep 4, 2026 (-3 days) · Wirehouse to affiliated broker-dealer or bank · moved with a team
Oppenheimer & Co. Inc. to Morgan Stanley
left Feb 1, 2013, registered Feb 5, 2013 (4 days) · Other
Banc Of America Investment Services, Inc. to Oppenheimer & Co. Inc.
left Apr 21, 2009, registered Apr 24, 2009 (3 days) · Other
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Banc Of America Investment Services, Inc.
left Apr 29, 2003, registered Apr 25, 2003 (-4 days) · Other

Signals

Fredrik Magnus Virgin left Morgan Stanley for Rockefeller Capital Management (registered 2026-09-04)
Sep 7, 2026 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Broker-dealer affiliated wealth managerderived
Years in industry: 29derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address