Katherine G. Piersanti
Professional summary
Katherine Grace Piersanti, who also goes by Katherine Grace Block, is a registered financial advisor currently at BEACON COAST PARTNERS, LLC located in San Francisco, California.
Katherine is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Katherine has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Katherine Grace Piersanti's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 10, 2026 - Present
BEACON COAST PARTNERS, LLC
Office #1: 44 Montgomery Street Suite 3065, San Francisco, CA 94104June 30, 2017 - June 17, 2026
UBS FINANCIAL SERVICES INC.
June 30, 2017 - June 17, 2026
UBS FINANCIAL SERVICES INC.
December 16, 2015 - June 12, 2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
October 13, 2015 - June 12, 2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
June 13, 2001 - March 4, 2009
UBS FINANCIAL SERVICES INC.
May 4, 2001 - March 4, 2009
UBS FINANCIAL SERVICES INC.
June 27, 2000 - May 25, 2001
ROBERTSON STEPHENS, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/10/2026)
Exams
Current Firm
BEACON COAST PARTNERS, LLC
CRD#: 341584 / SEC#: 801-136306
Contact information
SEC notice filing (1 States and Territories)
Red Flags
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Company Information
BEACON COAST PARTNERS, LLC
CRD#: 341584San Francisco, CA 94104TRUST BUT VERIFY
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