Kingston, NY Office

Stephen Mazzei Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds the Series 63 designation and has 39 years of industry experience. Prior to his current roles since 2012, he was involved with Stephen Hakim Asset Management LLC for 10 years. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning and utilizes analytical tools to support client goals, with additional capabilities in municipal finance and specialized SIMPLE IRA advisory programs.

Stephen Hakim is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 63 designation and bringing 40 years of industry experience. He has been associated with Raymond James since 1999 and owns Stephen Hakim Asset Management LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and it supports municipal and public finance work through a unique affiliation with a municipal advisor.