Ruby Kate Melton

Financial advisor at Fortune Wealth Management, LLC · Dallas, TX

Last updated 2026-10-10

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Ruby Kate Melton is a financial advisor at Fortune Wealth Management, LLC in Dallas, TX, CRD 7748019. Licenses and exams on the registration: Series 66. IAPD registration began 2024-11-21.

Registration

CRD number
7748019
Registration status
Active
IAPD registration
2024-11-21
Industry Experience
1 year
Work Experience
12 years
States registered
TX

Licenses and exams

  • Series 66

Work history

  • 2024-05 to 2024-09 · Institutional Securities Corp · Dallas, TX
  • 2023-08 to 2024-05 · Texas Christian University · Fort Worth, TX
  • 2023-05 to 2023-08 · Charles Schwab · Mckinney, TX
  • 2022-10 to 2023-04 · Evereve, Inc. · Fort Worth, TX
  • 2022-08 to 2022-11 · Texas Christian University · Fort Worth, TX
  • 2022-05 to 2022-09 · The Yard · Mckinney, TX
  • 2021-05 to 2022-05 · Texas Christian University · Fort Worth, TX
  • 2021-01 to 2021-05 · Smoothie King · Mckinney, TX
  • 2019-08 to 2021-01 · Unemployed · Celina, TX
  • 2019-05 to 2019-08 · Sonic · Propser, TX
  • 2014-05 to 2019-05 · Celina High Independent School District · Celina, TX
  • 2024-10 to 2024-11 · Unemployed · Celina, TX
  • 2024-11 to Present · Equitable Advisors. LLC · New York, NY

Current employment

SEC IAPD record for Ruby Kate Melton

Fortune Wealth Management, LLC

Regulatory AUM
$396,337,714
Registered advisors
3
Offices
1
Average AUM per client
$2M (Low)
High-net-worth client ratio
50.2% (High)

Fortune Wealth Management, LLC: advisors, services and reported ETF investments

About

Ruby Kate Melton is a financial advisor at Fortune Wealth Management, LLC in Dallas, TX. Reported securities licenses include Series 66. The latest record indicates 1 year of industry experience and 12 years of reported work history.

Fortune Wealth Management, LLC's firm-level Form ADV reports 3 advisors across 1 offices; approximately 67.0 clients per advisor, average assets per client of $1,971,829, and regulatory AUM of $396.3M; client categories including Individuals (non-HNW), High net worth individuals, and Pension and profit-sharing plans; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Selection of Other Advisers, and Publication of Periodicals or Newsletters.

What this firm offers

Filed by Fortune Wealth Management, LLC on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Selection of Other Advisers
  • Publication of Periodicals or Newsletters

Fee options

  • Percentage of Assets Under Management

Business and affiliations

  • Insurance Broker or Agent

Location

5910 N. Central Expy, Dallas, TX 75206

3 advisors at this office.

Fortune Wealth Management office in Dallas, TX

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

Are you Ruby Kate Melton?

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