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Sean Gelt

Hafnia Financial, Inc.

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About Sean Gelt

Sean Gelt is an investment advisor representative at Hafnia Financial, Inc. based in San Diego, California. Sean is registered in California and Texas, and holds the Series 65 license. Sean also works at Gelt Business Group/LDA Document Services.

Firm Information

Sean Gelt is currently registered with Hafnia Financial, Inc.. Hafnia Financial, Inc. is an investment advisor with 2 investment advisor representatives and 1 licensed agent. They manage approximately $30.85 million in assets for 216 clients, primarily individuals other than high-net-worth, pension and profit-sharing plans, and business development companies.

$30.85M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Sean Gelt’s Registration & Firm History

CA

05/08/2024 - Present

Hafnia Financial, Inc. (SAN DIEGO CA)

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Licenses & Designations

IA

Issued 05/06/2024

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sean Gelt.
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