Ruby Kate Melton
Investment adviser representative at Fortune Wealth Management, LLC
10 yearsExperience
1 stateRegistered in
$396.3MFirm assets
15 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Fortune Wealth Management, LLCJun 2025 to now
- Equitable Advisors. LLCNov 2024 to now
- UnemployedOct 2024 to Nov 2024
- Institutional Securities CorpMay 2024 to Sep 2024
- Texas Christian UniversityAug 2023 to May 2024
- Charles SchwabMay 2023 to Aug 2023
- Evereve, Inc.Oct 2022 to Apr 2023
- Texas Christian UniversityAug 2022 to Nov 2022
- The YardMay 2022 to Sep 2022
- Texas Christian UniversityMay 2021 to May 2022
- Smoothie KingJan 2021 to May 2021
- UnemployedAug 2019 to Jan 2021
- SonicMay 2019 to Aug 2019
- Celina High Independent School DistrictMay 2014 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (TX).
Fortune Wealth Management, LLC
$396.3MAssets managed
201Clients
3Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7748019
- Firm CRD
- 157832