Malachy Percy-campbell

$916B regulatory AUM 18,245 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2025-10-27

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Ubs Financial Services, Inc	Weehawken	NJ	07/2025	Present
Community Foundation Of Western Massachusetts	Springfield	MA	11/2023	07/2025
Global Partners, Lp	Branford	CT	06/2023	11/2023
Espn	Bristol	CT	10/2022	05/2023
Digitas North America	New York City	NY	05/2022	08/2022
University Of Connecticut	Storrs	CT	01/2020	05/2022
Northwestern Mutual	Hartford	CT	05/2020	08/2020
University Of Connecticut	Storrs	CT	08/2018	05/2022
Metropolitan Learning Center	Bloomfield	CT	08/2014	06/2018

07/2025 → Present

Ubs Financial Services, Inc

Weehawken, NJ
11/2023 → 07/2025

Community Foundation Of Western Massachusetts

Springfield, MA
06/2023 → 11/2023

Global Partners, Lp

Branford, CT
10/2022 → 05/2023

Espn

Bristol, CT
05/2022 → 08/2022

Digitas North America

New York City, NY
01/2020 → 05/2022

University Of Connecticut

Storrs, CT
05/2020 → 08/2020

Northwestern Mutual

Hartford, CT
08/2018 → 05/2022

University Of Connecticut

Storrs, CT
08/2014 → 06/2018

Metropolitan Learning Center

Bloomfield, CT

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-09-03