Perry Steven Goldschein

Current Employers

Employment History

• 01/2021 → 09/2021
  Nylife Securities Llc
  New Windsor, NY
• 01/2011 → 04/2021
  Independent Management Consultant
  New Paltz, NY
• 12/2019 → 10/2020
  Frameworkesg
  Stamford, CT
• 09/2016 → 06/2019
  Basf Corporation
  Florham Park, NJ
• 09/2021 → 11/2024
  Equitable Advisors, Llc
  New York, NY
• 11/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Poughkeepsie, NY
• 01/2025 → Present
  Bank Of America, N.A.
  Poughkeepsie, NY

Previous Registrations

• 2021-10-12 → 2024-11-26
  Equitable Advisors, Llc
  Malta, NY
  Poughkeepsie, NY

Other Businesses

Name of the other business P. and G. G.Whether the business is investment-related No - POAAddress of the other business: Rockaway, NJNature of the other business: POAYour position: Holding POA for ParentsTitle, or relationship with the other business SonStart date of your relationship 01-Jan-2021Approximate number of hours/month you devote to the other business0Number of hours you devote to the other business during securities trading hours0Briefly describe your duties relating to the other business If parents become unable to make their own financial decisions, I can assist. I*3167299Entity Type: CharitableName of OBA: Wallkill Valley Land TrustAddress: New Paltz, New York, 12561Investment Related: NoPosition, Title, Association: CommitteeEmployee Start Date: 11/19/2025Number of Hours: 2, MonthlyNumber of Hours during trading: 0Duties: Preserve land in the Wallkill Valley Participate on the Development Committee in a non-board, volunteer capacity. Meets once per month to discuss and support generating revenues for this nonprofit organization via grants and contributions. I*3819273, Entity Type: , Name of OBA: P and G G Irrevocable Trust, Address: Randolph, New Jersey, 07869, Investment Related: N, Position, Title, Association: Trustee, Employee Start Date: 02/20/2026, No Hours: 2 Monthly, No Hours during Trading: 1 Monthly, Duties: I*5266270, Entity Type: Entity Charitable, Name of OBA: Elting Library, Address: New Paltz, New York, 12561, Investment Related: N, Position, Title, Association: ["Committee"], Employee Start Date: 08/24/2026, No Hours: 2 Monthly, No Hours during Trading: 0 Monthly, Duties: Expected responsibilities include budget review and planning, financial oversight and analysis, and audit and internal controls. An association library, chartered by the NYS Education Dept. that provides an array of typical, public library services to the residents of New Paltz, NY. Includes lending of books, multimedia, etc.

Exams

• S66 Uniform Combined State Law Examination
  2021-09-28

Other Names

• Perry Goldschein