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Dena Mae Minning

Dena M. Minning

PERSONAL ASSET MANAGEMENT
St Petersburg, FL 33707
Some features on this profile are disabled
CRD#: 1395973
Dena Mae Minning

Professional summary

Dena Mae Minning, CFP®, who also goes by Dena Mae Miller, is a registered financial advisor currently at PERSONAL ASSET MANAGEMENT located in St Petersburg, Florida and VIONI CAPITAL MANAGEMENT, LLC located in Sarasota, Florida.

Dena is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Dena has worked at 5 firms and has passed the Series 65, Series 63 and Series 7 exams.

Core Areas of Focus

Estate & Generational Planning Issues
High Net Worth Client Needs
Hourly
Investment Advice with Ongoing Management
Retirement Planning & Distribution Rules
Women's Financial Planning Issues

Biography

Dena Minning is President and Senior Portfolio Manager for Personal Asset Management. She has more than 20 years industry experience and credentials commensurate with a life-long career in financial services. Dena has worked in a wide range of financial service firms, including banks, brokers and trust companies. She spent the majority of her time as a Portfolio Manager, managing high net worth investors' portfolios as part of Merrill Lynch's discretionary asset management division. Dena has an MBA and has earned designations as a Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER (CFP) and Certified Senior Advisor (CSA). She is active in AARP, the Suncoast Estate Planning Council and her local civic association.

Question & Answer

What are your service offerings?
Comprehensive Financial Planni...
Tax Planning
Retirement Planning
Investment Planning
Estate Planning
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes

Aliases

Dena Mae Miller

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dena Mae Minning's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2005

Experience

Current

October 12, 2005 - Present

PERSONAL ASSET MANAGEMENT

Office #1: 5462 Central Ave, St Petersburg, FL 33707
RIA
CRD#: 136619
St Petersburg, FL
Current

August 14, 2014 - Present

VIONI CAPITAL MANAGEMENT, LLC

Office #1: 630 South Orange Avenue Suite 301c, Sarasota, FL 34236
RIA
CRD#: 149927
SARASOTA, FL
Past

September 11, 1995 - May 3, 2005

MERRILL LYNCH INVESTMENT MANAGERS LP

RIA
CRD#: 105068
ST. PETERSBURG, FL
Past

June 28, 1995 - October 11, 2005

FAM DISTRIBUTORS, INC.

BD
CRD#: 4100
NEW YORK, NY
Past

August 20, 1985 - October 14, 1989

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Florida
(10/12/2005)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/7/1995
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 8/4/1995
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 6/27/1995
General Securities Representative Examination

Current Firm

VC
VIONI CAPITAL MANAGEMENT, LLC
VIONI CAPITAL MANAGEMENT | VIONI CAPITAL MANAGEMENT, LLC

CRD#: 149927 / SEC#: 801-70215

RIA
Registered Investment Advisory firm - (4/26/2012 Terminated)
Florida
Registered Investment Advisory firm - (4/24/2012 Approved)
New Jersey
Registered Investment Advisory firm - (11/14/2025 Terminated)
New York
Registered Investment Advisory firm - (11/7/2025 Terminated)
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Contact information

Main Address
630 South Orange Avenue Suite 301c, Sarasota, FL 34236
Mailing Address
Phone number
(941) 362-0870
Established
Firm type
Fiscal year end
# of Employees
4

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts56
AUM (Assets Under Management)$ 77,468,578

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

VIONI CAPITAL MANAGEMENT, LLC

CRD#: 149927St Petersburg, FL 33707

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Contact information

(xxx) xxx-xxxx

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