Bianca J Schuman
Investment adviser representative at Trivium Point Advisory, LLC
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.6BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Trivium Point Advisory, LLCMay 2026 to now
- LPL FinancialMay 2026 to now
- Htg Investment Advisors, Inc.Jul 2021 to Apr 2026
- Morgan StanleyOct 2013 to Jul 2021
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 2 states (CT, NY).
Trivium Point Advisory, LLC
$1.6BAssets managed
850Clients
16Advisers
8 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
- 6263149
- Firm CRD
- 292182