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Abigail Nicole Williams

NAVIANT PARTNERS
LONGVIEW, TX
·CRD# 7479665·4 years experience

Professional Summary

Abigail Nicole Williams, who also goes by Abby Nicole Pauly, Abigail Nicole Pauly, is a registered financial advisor currently at NAVIANT PARTNERS, LLC located in Longview, Texas. Abigail is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Abigail has worked at 3 firms and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Abby Nicole Pauly, Abigail Nicole Pauly

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

4 years in the financial services industry

Current & Past Employments

NAVIANT PARTNERS, LLC·CRD# 339108
RIA
Longview, TX
January 12, 2026 - Present
STONE OAK WEALTH MANAGEMENT, LLC·CRD# 288217
RIA
San Antonio, TX
January 4, 2023 - January 26, 2026
CAPTRUST·CRD# 175112
RIA
San Antonio, TX
April 6, 2022 - December 2, 2022

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Current Firm

NP
NAVIANT PARTNERS, LLC

NAVIANT PARTNERS, LLC | UPLIGHT ADVISORS, LLC

CRD#: 339108 / SEC#: 801-134802
RIA
Registered Investment Advisory firm - SEC (11/25/2025 Approved)

Contact Information

Main Address

314 Magnolia Avenue Ste 300, Fairhope, AL 36532

Phone Number

(251) 725-9977

# of Employees

11

SEC notice filing (2 States and Territories)

Registered to provide investment advisory services in 2 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

NAVIANT PARTNERS, LLC (3/23/2026)

Regulatory Assets Under Management

Total Number of Accounts

443

AUM (Assets Under Management)

$177,252,204

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) MONAT Global Corp.; Not investment-related; Doral, FL. 33172; Haircare, skincare & makeup products; Independent Market Partner; 09/14/2023; 1 hour per month; 0 during trading hours; Promote MONAT haircare, skincare & makeup products to consumers

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
NP
NAVIANT PARTNERS, LLC

NAVIANT PARTNERS, LLC | UPLIGHT ADVISORS, LLC

CRD#: 339108 / SEC#: 801-134802
RIA
Registered Investment Advisory firm - SEC (11/25/2025 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Texas
(1/12/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Apr 2022About the Series 65 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Abigail Nicole Williams's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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