Raymond James Financial Services Advisors
47yrs
Top advisor by experience in Columbus
8yrs
Kofi Atta
Financial advisor at Morgan Stanley
Kofi Atta is a fiduciary financial advisor in Columbus, Ohio, with 8 years in the industry. After three years at J.P. Morgan Securities, Kofi joined Morgan Stanley in 2022, a firm offering financial planning, investment management, and retirement plan consulting. Morgan Stanley reports being paid through a percentage of assets, flat fees, and commissions.
One of 2160 advisors with offices in Columbus, and one of 1883 fiduciaries.
At a glance
Experience8 years (since 2018)
How that compares ?8 years in the industry
Office4343 Easton Commons, Columbus, OH 43219
FirmMorgan Stanley
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$670,481
Advisors at the firm23,156
States licensed ?1 state
Services through Morgan Stanley
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2022 – nowMorgan StanleyCurrent firm
- 2018 – 2021J.P. Morgan Securities LLCPreviously
Contact Kofi
(914) 225-5510Firm headquarters in Purchase, NY. Ask for Kofi. 4343 Easton CommonsColumbus, OH 43219Office · Get directions Firm websiteHTTP://WWW.MORGANSTANLEY.COM
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Kofi
Tailored to Kofi’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Kofi
How do I contact Kofi?
Call Morgan Stanley at (914) 225-5510 and ask for Kofi Atta. Kofi works from the Columbus, OH office.
How long has Kofi been a financial advisor?
Kofi has been in the industry since 2018, about 8 years. 8 years in the industry.
What licenses does Kofi hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Kofi a fiduciary?
Kofi is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Kofi paid?
Morgan Stanley reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask Kofi for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Morgan Stanley
47yrs
Top 1% by experience in Columbus
Nationwide Investment Advisors
46yrs
Top advisor by experience at Nationwide Investment Advisors
Common Wealth Management
46yrs
Top 1% by experience in Columbus
Wells Fargo Advisors
46yrs
Top 1% by experience in Columbus
Park Avenue Securities
45yrs
Top 1% by experience in Columbus