Fiduciary Trustee Substack Compliance Reviewer

Reviews fiduciary trustee Substack posts against state trust company regulations, SEC Marketing Rule requirements (for SEC-registered advisers), and fiduciary marketing best practices — flagging promissory language, guarantee claims, unsubstantiated performance representations, credential misrepresentation risks, and client confidentiality breaches, then producing a revised draft and a compliance counsel verification checklist. Use when reviewing a newsletter draft before publishing, auditing previously published posts, or building a pre-publication compliance workflow for a trust company's content marketing.