UBS Financial Services
47yrs
Top advisor by experience at UBS Financial Services
2yrs
Based in Dallas, Texas, Ruby Melton is a fiduciary financial advisor with 2 years of industry experience. Ruby has been with Fortune Wealth Management since 2025; before that, Ruby spent less than a year at Equitable Advisors. Fortune Wealth Management offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets.
One of 3926 advisors with offices in Dallas, and one of 3530 fiduciaries.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
Office5910 N. Central Expressway Suite 1599, Dallas, TX 75206
How the firm is paid ?Percent of assets
Typical client at the firm ?$1.94 million
Advisors at the firm3
States licensed ?1 state
Services through Fortune Wealth Management
Financial planningInvestment management for individuals and small businessesChoosing other investment managersNewsletters and publications
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Jun 2025 – nowFortune Wealth Management, LLCCurrent firm
- Nov 2024 – Feb 2025Equitable Advisors, LLCPreviously
Contact Ruby
(972) 716-8002Fortune Wealth Management main office 5910 N. Central Expressway Suite 1599Dallas, TX 75206Office · Get directions Firm websitewww.fortunewealthmanagement.com
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Questions to ask Ruby
Tailored to Ruby’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Ruby
How do I contact Ruby?
Call Fortune Wealth Management at (972) 716-8002 and ask for Ruby Melton. Ruby works from the Dallas, TX office.
How long has Ruby been a financial advisor?
Ruby has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Ruby hold?
Series 66. Tap any license on this page to see what it allows.
Is Ruby a fiduciary?
Ruby is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Ruby paid?
Fortune Wealth Management reports being paid by a percentage of the assets they manage. Ask Ruby for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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