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Fredrik Virgin

28 Years of Experience
Boca Raton, FL
Broker

Fredrik Virgin is a registered investment advisor at Morgan Stanley, based in Boca Raton, FL, with 28 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

595 South Federal Highway, Suite 400, Boca Raton, FL, 33432

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Fredrik is the owner and instructor at CSMAA Inc, a martial arts business. This activity occurs after business hours and requires minimal time.

Employment History
Current Registrations
Morgan Stanley
February 2013 - Present · 13 yrs 3 mos
Morgan StanleyBroker
January 2013 - Present · 13 yrs 4 mos
Previous Registrations
Oppenheimer & CO. INC.
April 2009 - February 2013 · 3 yrs 10 mos
Oppenheimer & CO. INC.Broker
April 2009 - February 2013 · 3 yrs 10 mos
Banc of America Investment Services, INC.
April 2003 - April 2009 · 6 yrs
Banc of America Investment Services, INC.Broker
April 2003 - April 2009 · 6 yrs
Merrill Lynch Pierce Fenner & Smith INC.
January 2000 - April 2003 · 3 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2000 - April 2003 · 3 yrs 3 mos
Jefferson Pilot Securities CorporationBroker
November 1998 - November 1999 · 1 yr
Shochet Securities INC.Broker
July 1997 - December 1998 · 1 yr 5 mos
Litwin Securities INC.Broker
June 1997 - July 1998 · 1 yr 1 mo
State Registrations20 states
CADCDEFLILKYLAMDMIMNMTNCNYOKSCTNTXUTVAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Fredrik Virgin - Financial Advisor | TrueAdvisor