Investment adviser representative · Personal Asset Management
Dena M. Minning
CRD 1395973 · St Petersburg, FL
At a glance
Dena M. Minning is an investment adviser representative with Personal Asset Management in St Petersburg, FL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Dena’s SEC record dates to 1995, about 31 years ago. Designations on file: Certified Financial Planner, Chartered Financial Analyst.
Current advisory firms
- Personal Asset ManagementSince October 2005St Petersburg, FL · State-registered or not in the SEC’s list
- Vioni Capital Management, LLCSince August 2014Sarasota, FL · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 1995 (31 years)
- Designations
- Certified Financial Planner, Chartered Financial Analyst
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Dena’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.