Katherine Grace Piersanti
Investment adviser representative at Beacon Coast Partners, LLC
11 yearsExperience
1 stateRegistered in
$2.3BFirm assets
Under 1 yearFirm in business
Are you Katherine Grace Piersanti? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Beacon Coast Partners, LLCJun 2026 to now
- UBS Financial Services, Inc.Jun 2017 to Jun 2026
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2015 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (CA).
Beacon Coast Partners, LLC
$2.3BAssets managed
33Clients
4Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4164135
- Firm CRD
- 341584