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Bianca J Schuman

Bianca J. Schuman

TRIVIUM POINT ADVISORY
WILTON, CT 06897
Some features on this profile are disabled
CRD#: 6263149
Bianca J Schuman

Professional summary

Bianca J Schuman, CFP®, who also goes by Bianca Jade Tatz, Bianca Tatz, is a registered financial advisor currently at TRIVIUM POINT ADVISORY, LLC located in Wilton, Connecticut.

Bianca is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Bianca has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Bianca Jade Tatz | Bianca Tatz

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bianca J Schuman's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2018

Experience

Current

May 12, 2026 - Present

TRIVIUM POINT ADVISORY, LLC

Office #1: 40 Danbury Road Suite 301, Wilton, CT 06897Office #2: 711 Westchester Ave Suite 305, White Plains, NY 10604
RIA
CRD#: 292182
WILTON, CT
Past

July 26, 2021 - April 17, 2026

HTG INVESTMENT ADVISORS INC

RIA
CRD#: 108614
NEW CANAAN, CT
Past

May 29, 2015 - July 20, 2021

MORGAN STANLEY

RIA
CRD#: 149777
New York, NY
Past

May 28, 2015 - July 20, 2021

MORGAN STANLEY

BD
CRD#: 149777
New York, NY
Past

January 9, 2014 - January 26, 2015

MORGAN STANLEY

RIA
CRD#: 149777
NEW YORK, NY
Past

December 5, 2013 - January 26, 2015

MORGAN STANLEY

BD
CRD#: 149777
NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TP
TRIVIUM POINT ADVISORY, LLC
MONEY MINDSET WEALTH MANAGEMENT | TRIVIUM POINT ADVISORY, LLC | PARADIGM WEALTH ADVISORS, LLC | PARADIGM FINANCIAL PARTNERS, LLC

CRD#: 292182 / SEC#: 801-112426

RIA
Registered Investment Advisory firm - (2/9/2018 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Connecticut
(5/12/2026)
IAR
New York
(5/12/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 1/7/2014
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/5/2013
General Securities Representative Examination

Current Firm

TP
TRIVIUM POINT ADVISORY, LLC
MONEY MINDSET WEALTH MANAGEMENT | TRIVIUM POINT ADVISORY, LLC | PARADIGM WEALTH ADVISORS, LLC | PARADIGM FINANCIAL PARTNERS, LLC

CRD#: 292182 / SEC#: 801-112426

RIA
Registered Investment Advisory firm - (2/9/2018 Approved)
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Contact information

Main Address
40 Danbury Road Suite 301, Wilton, CT 06897
Mailing Address
Phone number
(203) 221-3085
Established
Firm type
Fiscal year end
# of Employees
35

SEC notice filing (16 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PARADIGM FINANCIAL PARTNERS, LLC PART 2A DISCLOSURE BROCHURE (3/6/2026)

Regulatory assets under management

Total Number of Accounts3,177
AUM (Assets Under Management)$ 1,487,605,211

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

TRIVIUM POINT ADVISORY, LLC

CRD#: 292182Wilton, CT 06897

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