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Abigail N. Williams

NAVIANT PARTNERS
LONGVIEW, TX
Some features on this profile are disabled
CRD#: 7479665
AW

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.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Abby Nicole Pauly | Abigail Nicole Pauly

Other business activities

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

January 12, 2026 - Present

NAVIANT PARTNERS, LLC

RIA
CRD#: 339108
LONGVIEW, TX
Past

January 4, 2023 - January 26, 2026

STONE OAK WEALTH MANAGEMENT, LLC

RIA
CRD#: 288217
SAN ANTONIO, TX
Past

April 6, 2022 - December 2, 2022

CAPTRUST

RIA
CRD#: 175112
San Antonio, TX

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.

Highlighted states indicate IAR registrations

IAR
Texas
(1/12/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/6/2022
Uniform Investment Adviser Law Examination

Current Firm

NP
NAVIANT PARTNERS, LLC
NAVIANT PARTNERS, LLC | UPLIGHT ADVISORS, LLC

CRD#: 339108 / SEC#: 801-134802

RIA
Registered Investment Advisory firm - (11/25/2025 120-Day Approval)
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Contact information

Main Address
314 Magnolia Avenue Ste 300, Fairhope, AL 36532
Mailing Address
Phone number
(251) 270-5320
Established
Firm type
Fiscal year end
# of Employees
9

SEC notice filing (2 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

NAVIANT PARTNERS, LLC (1/8/2026)
0

Red Flags

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.

Company Information

NAVIANT PARTNERS, LLC

CRD#: 339108Longview, TX

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