Ruth Fortune, financial advisor Hartford CT
89 score

Ruth Fortune

CRD Number: 6190290
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Ruth Fortune (CRD# 6190290) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Hartford, CT and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Hartford, CT Sep 2013 - Current 3
Merrill Lynch, Pierce, Fenner & Smith Incorporated Hartford, CT Apr 2013 - Current 3
Unemployed Hartford, CT Dec 2012 - Mar 2013 < 1
Organizing For America/iowa Democratic Party Des Moines, IA Aug 2012 - Nov 2012 < 1
Organizing For America/iowa Democratic Party Des Moines, IA May 2012 - Jul 2012 < 1
Servcorp Us Holdings New York, NY Sep 2010 - Apr 2012 1
Law Offices Of Nussin S Fogel New York, NY Apr 2010 - Sep 2010 < 1
Unemployed Brooklyn, NY Jan 2003 - Mar 2010 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2013
Contact Info for Ruth Fortune
Phone Number: 800-637-7455
Registered State(s):
  • CT
  • TX
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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