David J Sterner

Current Employers

Employment History

• 07/1990 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Schaumburg, IL
• 07/2011 → Present
  Bank Of America, N.A.
  Schaumburg, IL

Other Businesses

I*: 486473, Entity Type: Fiduciary role Name: D J S Address: ST CHARLES Illinois 60174 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 08/22/2015No Hours: 1 yearly No Hours during trading: 1 yearly Duties: Power of Attorney/ Family or SelfI*: 748228, Entity Type: Fiduciary role, Name: Audubon Great Lakes Address: Chicago, IL 60606 Investment Related: No Position, Title, Association: Advisory board member Employee Start Date: 08/06/2025 No Hours: 8 yearly No Hours during trading: 8 yearly Duties: Advisory board member, Conservation of birdsI*: 2046257, Entity Type For profit, Name of OBA: Chatham Shire and Associates inc Address: Elon Nc 27244 Investment Related: No Position, Title, Association: 1/3 owner Employee Start Date: 08/06/2025 No Hours: 0 No Hours during trading: 0 Duties: Passive role My wife's family business inherited from her parents.I*: 1219257Entity Type: For ProfitName of OBA: Collegiate Communities, IncAddress: Elon, NC 27244Investment Related: NoPosition, Title, Association: Spouse of business owner Employee Start Date: 08/06/2025Number of Hours: 0Number of Hours during trading: 0 Duties: None This is a family business inherited from my wife's parentsI*2913279, Entity Type, Name of OBA: Church of Atonement Fish Creek Wisconsin Address: Fish Creek Wisconsin 54212 Investment Related: No Position, Title, Association: Advisory board Employee Start Date: 01/01/2025No Hours: 4 yearly No Hours during trading: 4 yearly Duties: Advisory board for the endowment committee, Episcopal ChurchI*3425276Entity Type: N/AName of OBA: A J S TTEE U/A DTD 11/20/2001 BY A J S 6Address: Naples, Florida, 34113-8862Investment Related: NoPosition, Title, Association: Power of AttorneyEmployee Start Date: 01/02/2026Number of Hours: 1, MonthlyNumber of Hours during trading: 1, MonthlyDuties: Parents I*3425277Entity Type: N/AName of OBA: MR A J S TOD BENEFICIARIES ON FILEAddress: Naples, Florida, 34113-8862Investment Related: NoPosition, Title, Association: Power of AttorneyEmployee Start Date: 01/02/2026Number of Hours: 1, MonthlyNumber of Hours during trading: 1, MonthlyDuties: ParentsI*3428265Entity Type: N/AName of OBA: MLPF& S CUST FPO MR A J S RRA FBO MR A J SAddress: Naples, Florida, 34113-8862Investment Related: NoPosition, Title, Association: Power of AttorneyEmployee Start Date: 01/02/2026Number of Hours: 1, MonthlyNumber of Hours during trading: 1, MonthlyDuties: Parents I*3470306 Entity Type: N/A Name of OBA: MLPF& S CUST FPO MR A J S RRA FBO MR A J S Address: Naples, Florida, 34113 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 01/08/2026 Number of Hours: 1, Monthly Number of Hours during trading: 1, Monthly Duties: Parents I*3679304 Entity Type: N/A Name of OBA: MLPF& S CUST FPO MR A J S RRA FBO MR A J S Address: Naples, Florida, 34113 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 01/29/2026 Number of Hours: 1, Monthly Number of Hours during trading: 1, Monthly Duties: Parents

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-07-21
• S63 Uniform Securities Agent State Law Examination
  1990-11-15

Other Names

• David John Sterner