Financial advisor
Magnus F. Virgin
Now at Rockefeller · Virgin Herzberg Wealth Partners · Boca Raton, FL
Registered as FREDRIK MAGNUS VIRGIN
Transactions 1
Every recorded transaction this advisor took part in, newest first.
| Transaction | From | To | Pattern | Announced | Reported Assets |
|---|---|---|---|---|---|
| Virgin Herzberg Wealth Partners | Morgan Stanley | Rockefeller | Lateral | September 4, 2026 | $300M |
Registration history
Firm registrations on FINRA BrokerCheck and SEC IAPD, newest first.
| Firm | Channel | From | To |
|---|---|---|---|
| ROCKEFELLER CAPITAL MANAGEMENT | Investment adviser | September 4, 2026 | Current |
| ROCKEFELLER FINANCIAL LLC | Broker-dealer | September 4, 2026 | Current |
| MORGAN STANLEY | Investment adviser | February 5, 2013 | September 7, 2026 |
| MORGAN STANLEY | Broker-dealer | January 31, 2013 | September 7, 2026 |
| OPPENHEIMER & CO. INC. | Investment adviser | April 24, 2009 | February 1, 2013 |
| OPPENHEIMER & CO. INC. | Broker-dealer | April 17, 2009 | February 1, 2013 |
| BANC OF AMERICA INVESTMENT SERVICES, INC. | Investment adviser | April 25, 2003 | April 21, 2009 |
| BANC OF AMERICA INVESTMENT SERVICES, INC. | Broker-dealer | April 25, 2003 | April 21, 2009 |
| MERRILL LYNCH PIERCE FENNER & SMITH INC. | Investment adviser | January 8, 2000 | April 29, 2003 |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Broker-dealer | January 4, 2000 | April 29, 2003 |
| JEFFERSON PILOT SECURITIES CORPORATION | Broker-dealer | November 24, 1998 | November 4, 1999 |
| SHOCHET SECURITIES INC. | Broker-dealer | July 15, 1997 | December 1, 1998 |
| LITWIN SECURITIES INC. | Broker-dealer | June 17, 1997 | July 13, 1998 |
Published record as of October 31, 2026. Registration dates are FINRA BrokerCheck and SEC IAPD registrations at the destination, not proof that client assets transferred. See the methodology.