Bianca J Schuman

Employer firm

Trivium Point Advisory, LLC CRD 292182

$1.63B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2026 → Present
  Lpl Financial
  White Plains , NY
• 10/2013 → 07/2021
  Morgan Stanley
  New York, NY
• 07/2021 → 04/2026
  Htg Investment Advisors, Inc.
  New Canaan, CT
• 05/2026 → Present
  Trivium Point Advisory, Llc
  White Plains, NY

Previous Registrations

• 2021-07-26 → 2026-04-17
  Htg Investment Advisors Inc
  New Canaan, CT
• 2015-05-29 → 2021-07-20
  Morgan Stanley
  New York, NY
• 2014-01-09 → 2015-01-26
  Morgan Stanley
  New York, NY
  New York, NY
  New York, NY

Other Businesses

1. 06/2026 - Trivium Point Consulting - DBA for LPL Business (entity for LPL business) - Inv Related – 160 Hour(s)/Month – 160 Hour(s) During Trading – At Reported business location(s) – OBA Start Date: 6/4/2026 2. 06/2026 - Trivium Point Advisory, LLC - DBA for LPL Business (entity for LPL business) - Inv Related – 160 Hour(s)/Month – 160 Hour(s) During Trading – At Reported business location(s) – OBA Start Date: 6/4/2026

Exams

• S66 Uniform Combined State Law Examination
  2014-01-07

Designations

• Certified Financial Planner

Other Names

• Bianca Tatz
• Bianca Jade Tatz