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William Frederick Wadsworth

PORTFOLIO TIMING SERVICE·NORTH HAVEN, Connecticut
SIE, Series 6, Series 7, Series 24, Series 63, Series 6514 years registeredPORTFOLIO TIMING SERVICE
565 WASHINGTON AVENUE, NORTH HAVEN, CT 06473CRD# 1987068Firm CRD# 111047

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Frederick Wadsworth · NORTH HAVEN, CT
Registration
CRD #1987068 · PORTFOLIO TIMING SERVICE · 14 years registered
Brand Profile
Not yet started
01

Career History

ITS ASSET MANAGEMENT, L.P.
Nov 2021 – present
INTEGRATED FINANCIAL PLANNING SERVICES
Dec 2016 – present
PTS ASSET MANAGEMENT
Oct 2011 – Oct 2021
NORTH HAVEN, CT
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 24
Series 63
Series 65
Registration record
First registered · October 14, 2011
Years registered · 14
03

Disclosure History

2010Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
PORTFOLIO TIMING SERVICE
CRD 111047 · SEC 801-37540
AUM
$226M
Regulatory assets under management
Employees
6
728 client accounts
Services offered by PORTFOLIO TIMING SERVICE
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
View all advisors at PORTFOLIO TIMING SERVICE →
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05

Frequently Asked Questions

What services does William Frederick Wadsworth offer?
William Frederick Wadsworth specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in NORTH HAVEN, Connecticut for a consultation.
What are William Frederick Wadsworth's credentials?
William Frederick Wadsworth is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Frederick Wadsworth located?
William Frederick Wadsworth is based in NORTH HAVEN, Connecticut, working with PORTFOLIO TIMING SERVICE. Their office serves clients in the NORTH HAVEN metropolitan area and surrounding communities.
How does William Frederick Wadsworth charge for services?
William Frederick Wadsworth's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PORTFOLIO TIMING SERVICE?
PORTFOLIO TIMING SERVICE has approximately 6 employees and manages $226M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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