Niklas Alan Scherer

Current Employers

Employment History

• 12/1992 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Tucson, AZ
• 09/2009 → Present
  Bank Of America, N.A.
  Tucson, AZ

Other Businesses

I*100231ENTITY TYPE: Fiduciary roleNAME OF OUTSIDE BUSINESS ACTIVITY: ESTATE PLANINVESTMENT RELATED: NOADDRESS OF BUSINESS: COTO DE CAZA, CA 92679POSITION, TITLE, ASSOCIATION: SUCCESSOR TRUSTEESTART DATE OF RELATIONSHIP: 11/18/2016NUMBER OF HOURS DEVOTED: 1 HR ANNUALLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 1 HR ANNUALLYDUTIES: MY WIFE'S SISTER AND HER HUSBAND HAVE INCLUDED ME IN THEIR ESTATE PLAN AS SUCCESSOR TRUSTEEI*2234303, Entity Type: Fiduciary role Name of OBA: N D Estate Plan, Address: Milwaukie, OR 97222, Investment Related: No, Position, Title, Association: Successor Trustee, Employee State Date: 03/10/2025 No Hours: 1 Yearly, No Hours during Trading: 1 Yearly Duties: Successor Trustee/ AuntI*3292297Entity Type: Fiduciary roleName of OBA: A. S. Admin TrustAddress: Tucson, AZ 85750Investment Related: NoPosition, Title, Association: TrusteeEmployee Start Date: 12/08/2025Number of Hours: 1, WeeklyNumber of Hours during trading: 1, WeeklyDuties: Trustee/Child/Grandchild I*3759281 Entity Type: N/A Name of OBA: M & B M Estate Plan Address: San Juan Capo, California, 92675 Investment Related: No Position, Title, Association: Successor Trustee Employee Start Date: 03/01/2026 Number of Hours: 0, Yearly Number of Hours during trading: 0, Yearly Duties: Niece

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-12-05
• S63 Uniform Securities Agent State Law Examination
  1993-03-16

Other Names

• Nik A Scherer
• Nik Scherer